Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
IFM Alphaedge Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
1.32%
6 Months
0.50%
7.54%
1 Year
6.34%
8.20%
3 Years
19.74%
—
5 Years
16.62%
—
Since Inception
20.10%
2.83%
Fund Age
6 yrs 1 mo
14 mo
AUM
₹56.91 Cr
₹18.5 Cr
Alpha – 1 Year
1.64%
3.48%
Alpha – 3 Years
7.64%
—
Information Ratio – 3 Years
0.90
—
Volatility – 1 Year
16.52%
18.53%
Volatility – 3 Years
17.18%
—
Beta – 1 Year
0.89
1.05
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.14
0.23
Sharpe Ratio – 3 Years
0.84
—
Worst Rolling Year
18.93%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−18.72%
−14.67%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.30%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 59% · M 40%
L 47% · M 18% · S 29%
Number of Stocks
20
15
Portfolio P/E
27.00
—
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.00% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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