Portfolio Management Services (PMS)Compare Schemes
AMETRA -FACTORCORE PMS vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
AMETRA -FACTORCORE PMS
IFM Alphaedge Growth Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.30%
1.32%
6 Months
−0.17%
7.54%
1 Year
14.07%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
13.81%
2.83%
Fund Age
12 mo
14 mo
AUM
₹1.06 Cr
₹18.5 Cr
Alpha – 1 Year
9.35%
3.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.45%
18.53%
Volatility – 3 Years
—
—
Beta – 1 Year
0.73
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.59
0.23
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.29%
−14.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 47% · M 18% · S 29%
Number of Stocks
—
15
Portfolio P/E
—
—
Top 5 Holdings
—
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 · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
0.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
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