Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
IFM Flexicap Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
1.96%
6 Months
22.77%
11.95%
1 Year
24.21%
7.86%
3 Years
13.20%
—
5 Years
12.56%
—
Since Inception
18.69%
0.34%
Fund Age
7 yrs 4 mo
13 mo
AUM
₹114.64 Cr
₹18.23 Cr
Alpha – 1 Year
19.49%
3.14%
Alpha – 3 Years
1.43%
—
Information Ratio – 3 Years
0.12
—
Volatility – 1 Year
24.82%
25.09%
Volatility – 3 Years
21.64%
—
Beta – 1 Year
1.34
1.36
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.78
0.20
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
10.43%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−24.42%
−18.22%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.16%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 28% · S 47%
L 48% · M 3% · S 35%
Number of Stocks
32
13
Portfolio P/E
37.13
14.34
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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