Portfolio Management Services (PMS)Compare Schemes
Dezerv Strategic Holdings in Natural Elements (SHINE) vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
Dezerv Strategic Holdings in Natural Elements (SHINE)
IFM Flexicap Growth Fund
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 7.5%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
8.74%
1.96%
6 Months
−3.23%
11.95%
1 Year
54.66%
7.86%
3 Years
—
—
5 Years
—
—
Since Inception
46.32%
0.34%
Fund Age
18 mo
13 mo
AUM
₹186.08 Cr
₹18.23 Cr
Alpha – 1 Year
47.12%
3.14%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
25.09%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.36
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.20
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−18.22%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 48% · M 3% · S 35%
Number of Stocks
—
13
Portfolio P/E
—
14.34
Top 5 Holdings
—
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 · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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