Alternative Investment Funds (AIF)Compare Schemes
Boring AMC’s India Inflection Fund vs Umbrella Blend Fund 2
Add SchemeGrowth of ₹1 Crore
Boring AMC’s India Inflection Fund
Umbrella Blend Fund 2
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.64%
2.39%
6 Months
26.94%
7.53%
1 Year
23.16%
4.35%
3 Years
—
8.80%
5 Years
—
10.81%
Since Inception
24.51%
12.10%
Fund Age
2 yrs 5 mo
5 yrs 1 mo
AUM
₹475.85 Cr
—
Alpha – 1 Year
21.21%
1.37%
Alpha – 3 Years
—
−3.09%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
22.06%
16.32%
Volatility – 3 Years
—
14.28%
Beta – 1 Year
1.10
0.89
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
0.83
0.00
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
7.61%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−10.02%
−15.88%
Recovery Period
Not yet recovered
103 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 7% · S 93%
—
Number of Stocks
30
—
Portfolio P/E
34.48
—
Top 5 Holdings
Sansera Engineering Ltd · 10.12%
IIFL Finance Ltd · 7.26%
Happy Forgings Ltd · 7.05%
Acutaas Chemicals Ltd · 5.82%
VST Tillers Tractors Ltd · 5.72%
—
Top Sectors
Financial Services · 28.94%
Capital Goods · 23.40%
Automobile and Auto Components · 23.39%
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—