Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
IFM Flexicap Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
1.96%
6 Months
3.88%
11.95%
1 Year
−7.98%
7.86%
3 Years
11.06%
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5 Years
10.06%
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Since Inception
11.56%
0.34%
Fund Age
5 yrs 3 mo
13 mo
AUM
₹106.37 Cr
₹18.23 Cr
Alpha – 1 Year
−10.96%
3.14%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
25.09%
Volatility – 3 Years
17.59%
—
Beta – 1 Year
0.79
1.36
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
0.20
Sharpe Ratio – 3 Years
0.42
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−18.22%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
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Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 48% · M 3% · S 35%
Number of Stocks
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13
Portfolio P/E
—
14.34
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Top Sectors
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Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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