Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - IDEAA PMS vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - IDEAA PMS
IFM Alphaedge Growth Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 6.9%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.00%
1.32%
6 Months
2.30%
7.54%
1 Year
14.70%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
11.00%
2.83%
Fund Age
16 mo
14 mo
AUM
₹82.94 Cr
₹18.5 Cr
Alpha – 1 Year
7.80%
3.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.53%
18.53%
Volatility – 3 Years
—
—
Beta – 1 Year
1.69
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.57
0.23
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.55%
−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
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
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
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