Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
IFM Alphaedge Growth Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
1.32%
6 Months
10.76%
7.54%
1 Year
8.14%
8.20%
3 Years
7.76%
—
5 Years
10.03%
—
Since Inception
11.69%
2.83%
Fund Age
6 yrs 8 mo
14 mo
AUM
₹87.23 Cr
₹18.5 Cr
Alpha – 1 Year
8.57%
3.48%
Alpha – 3 Years
−0.81%
—
Information Ratio – 3 Years
0.02
—
Volatility – 1 Year
23.09%
18.53%
Volatility – 3 Years
18.26%
—
Beta – 1 Year
1.29
1.05
Beta – 3 Years
1.11
—
Sharpe Ratio – 1 Year
0.21
0.23
Sharpe Ratio – 3 Years
0.22
—
Worst Rolling Year
6.59%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−25.42%
−14.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.94%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
L 47% · M 18% · S 29%
Number of Stocks
41
15
Portfolio P/E
25.23
—
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
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