Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
IFM Alphaedge Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.47%
1.32%
6 Months
−2.07%
7.54%
1 Year
−0.17%
8.20%
3 Years
9.32%
—
5 Years
7.90%
—
Since Inception
11.39%
2.83%
Fund Age
7 yrs 6 mo
14 mo
AUM
₹2.61 Cr
₹18.5 Cr
Alpha – 1 Year
0.18%
3.48%
Alpha – 3 Years
0.32%
—
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
16.91%
18.53%
Volatility – 3 Years
14.31%
—
Beta – 1 Year
1.05
1.05
Beta – 3 Years
1.01
—
Sharpe Ratio – 1 Year
-0.24
0.23
Sharpe Ratio – 3 Years
0.31
—
Worst Rolling Year
7.30%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−17.23%
−14.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.22%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 90% · M 2% · S 8%
L 47% · M 18% · S 29%
Number of Stocks
26
15
Portfolio P/E
24.76
—
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
1.00% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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