Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
IFM Alphaedge Growth Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
1.32%
6 Months
3.75%
7.54%
1 Year
−5.76%
8.20%
3 Years
3.98%
—
5 Years
6.05%
—
Since Inception
9.94%
2.83%
Fund Age
7 yrs 9 mo
14 mo
AUM
₹45.09 Cr
₹18.5 Cr
Alpha – 1 Year
−8.74%
3.48%
Alpha – 3 Years
−7.91%
—
Information Ratio – 3 Years
-1.11
—
Volatility – 1 Year
21.69%
18.53%
Volatility – 3 Years
18.00%
—
Beta – 1 Year
1.21
1.05
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
-0.42
0.23
Sharpe Ratio – 3 Years
0.01
—
Worst Rolling Year
3.08%
—
Value at Worst Rolling Year
₹1.03 Cr
—
Deepest Drawdown
−29.01%
−14.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.65%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 35% · M 13% · S 51%
L 47% · M 18% · S 29%
Number of Stocks
43
15
Portfolio P/E
—
—
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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