Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
IFM Alphaedge Growth Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.50%
1.32%
6 Months
10.26%
7.54%
1 Year
20.10%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
21.53%
2.83%
Fund Age
18 mo
14 mo
AUM
₹79.16 Cr
₹18.5 Cr
Alpha – 1 Year
17.12%
3.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.38%
18.53%
Volatility – 3 Years
—
—
Beta – 1 Year
0.85
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
0.23
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.77%
−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 8% · M 7% · S 61%
L 47% · M 18% · S 29%
Number of Stocks
66
15
Portfolio P/E
52.54
—
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
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
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
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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