Portfolio Management Services (PMS)Compare Schemes
Equentis Concentrated Portfolio vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Equentis Concentrated Portfolio
IFM Alphaedge Growth Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.11%
1.32%
6 Months
6.51%
7.54%
1 Year
4.40%
8.20%
3 Years
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—
5 Years
—
—
Since Inception
5.71%
2.83%
Fund Age
18 mo
14 mo
AUM
₹24.25 Cr
₹18.5 Cr
Alpha – 1 Year
4.75%
3.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.94%
18.53%
Volatility – 3 Years
—
—
Beta – 1 Year
0.93
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.02
0.23
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.84%
−14.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 56% · M 22% · S 19%
L 47% · M 18% · S 29%
Number of Stocks
59
15
Portfolio P/E
41.96
—
Top 5 Holdings
Cash & Cash Equivalent · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
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 · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.25% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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