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FIRST--Conservative strategy vs IFM Alphaedge Growth Fund

FIRST--Conservative strategy

IFM Alphaedge Growth Fund

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Growth of ₹1 Crore

FIRST--Conservative strategy

IFM Alphaedge Growth Fund

Return for the risk

1 yr return

10%

15%

Nifty 500 · 5.2%

FIRST--Conservative strategy

7.9% • vol 1%

IFM Alphaedge Growth Fund

8.2% • vol 18.5%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.40%

1.32%

6 Months

3.69%

7.54%

1 Year

7.91%

8.20%

3 Years

—

5 Years

—

Since Inception

8.72%

2.83%

Fund Age

2 yrs 2 mo

14 mo

AUM

₹14.07 Cr

₹18.5 Cr

Alpha – 1 Year

2.71%

3.48%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

1.00%

18.53%

Volatility – 3 Years

—

Beta – 1 Year

0.34

1.05

Beta – 3 Years

—

Sharpe Ratio – 1 Year

2.29

0.23

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−14.67%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 47% · M 18% · S 29%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

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

0.75% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

—

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