Portfolio Management Services (PMS)Compare Schemes
ASK core Portfolio vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
ASK core Portfolio
IFM Alphaedge Growth Fund
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · -0.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.84%
1.32%
6 Months
−7.36%
7.54%
1 Year
−4.21%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
−4.18%
2.83%
Fund Age
12 mo
14 mo
AUM
₹139.3 Cr
₹18.5 Cr
Alpha – 1 Year
−3.78%
3.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.33%
18.53%
Volatility – 3 Years
—
—
Beta – 1 Year
1.01
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.52
0.23
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.12%
−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 76% · M 10% · S 10%
L 47% · M 18% · S 29%
Number of Stocks
15
15
Portfolio P/E
28.49
—
Top 5 Holdings
HDFC Bank Ltd · 9.77%
Reliance Industries Ltd · 9.44%
Bajaj Finserv Ltd · 9.17%
Nestle India Ltd · 8.72%
Kotak Mahindra Bank Ltd · 8.56%
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 · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
—
0.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—