Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
IFM Alphaedge Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
1.32%
6 Months
26.95%
7.54%
1 Year
13.12%
8.20%
3 Years
17.80%
—
5 Years
15.04%
—
Since Inception
22.70%
2.83%
Fund Age
8 yrs
14 mo
AUM
₹357.26 Cr
₹18.5 Cr
Alpha – 1 Year
10.14%
3.48%
Alpha – 3 Years
5.90%
—
Information Ratio – 3 Years
0.31
—
Volatility – 1 Year
32.38%
18.53%
Volatility – 3 Years
25.45%
—
Beta – 1 Year
1.68
1.05
Beta – 3 Years
1.37
—
Sharpe Ratio – 1 Year
0.36
0.23
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
11.19%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−26.50%
−14.67%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
27.28%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
L 47% · M 18% · S 29%
Number of Stocks
42
15
Portfolio P/E
42.01
—
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
2.25% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—