Compare Schemes

FIRST--Conservative strategy vs IFM Flexicap Growth Fund

FIRST--Conservative strategy

IFM Flexicap Growth Fund

Add Scheme

Growth of ₹1 Crore

FIRST--Conservative strategy

IFM Flexicap Growth Fund

Return for the risk

1 yr return

10%

15%

Nifty 500 · 5.2%

FIRST--Conservative strategy

7.9% • vol 1%

IFM Flexicap Growth Fund

7.9% • vol 25.1%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

0.40%

1.96%

6 Months

3.69%

11.95%

1 Year

7.91%

7.86%

3 Years

—

5 Years

—

Since Inception

8.72%

0.34%

Fund Age

2 yrs 2 mo

13 mo

AUM

₹14.07 Cr

₹18.23 Cr

Alpha – 1 Year

2.71%

3.14%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

1.00%

25.09%

Volatility – 3 Years

—

Beta – 1 Year

0.34

1.36

Beta – 3 Years

—

Sharpe Ratio – 1 Year

2.29

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

—

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

0.75% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

—

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.