Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
IFM Alphaedge Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.39%
1.32%
6 Months
19.31%
7.54%
1 Year
11.21%
8.20%
3 Years
13.34%
—
5 Years
15.02%
—
Since Inception
17.08%
2.83%
Fund Age
5 yrs 4 mo
14 mo
AUM
₹135.65 Cr
₹18.5 Cr
Alpha – 1 Year
6.49%
3.48%
Alpha – 3 Years
1.25%
—
Information Ratio – 3 Years
0.12
—
Volatility – 1 Year
20.71%
18.53%
Volatility – 3 Years
17.79%
—
Beta – 1 Year
1.05
1.05
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
0.35
0.23
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
12.49%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−25.10%
−14.67%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.71%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 18% · M 24% · S 55%
L 47% · M 18% · S 29%
Number of Stocks
—
15
Portfolio P/E
—
—
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
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 · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
1.75% / yr
0.75% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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