Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
IFM Alphaedge Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
1.32%
6 Months
8.20%
7.54%
1 Year
10.87%
8.20%
3 Years
16.09%
—
5 Years
14.49%
—
Since Inception
9.93%
2.83%
Fund Age
8 yrs 9 mo
14 mo
AUM
₹64.23 Cr
₹18.5 Cr
Alpha – 1 Year
7.11%
3.48%
Alpha – 3 Years
5.20%
—
Information Ratio – 3 Years
0.63
—
Volatility – 1 Year
21.13%
18.53%
Volatility – 3 Years
19.82%
—
Beta – 1 Year
1.16
1.05
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.35
0.23
Sharpe Ratio – 3 Years
0.59
—
Worst Rolling Year
-6.69%
—
Value at Worst Rolling Year
₹0.93 Cr
—
Deepest Drawdown
−22.93%
−14.67%
Recovery Period
496 days
Not yet recovered
1-Year Rolling Windows Positive
90.85%
—
Median Rolling Year
19.50%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 25% · S 42%
L 47% · M 18% · S 29%
Number of Stocks
42
15
Portfolio P/E
23.92
—
Top 5 Holdings
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / –
—