Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
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
−0.92%
1.32%
6 Months
32.15%
7.54%
1 Year
16.77%
8.20%
3 Years
19.00%
—
5 Years
20.10%
—
Since Inception
27.01%
2.83%
Fund Age
6 yrs 10 mo
14 mo
AUM
₹247.64 Cr
₹18.5 Cr
Alpha – 1 Year
13.79%
3.48%
Alpha – 3 Years
7.10%
—
Information Ratio – 3 Years
0.30
—
Volatility – 1 Year
39.13%
18.53%
Volatility – 3 Years
29.47%
—
Beta – 1 Year
1.87
1.05
Beta – 3 Years
1.36
—
Sharpe Ratio – 1 Year
0.42
0.23
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
15.03%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−35.86%
−14.67%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
31.90%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 80%
L 47% · M 18% · S 29%
Number of Stocks
42
15
Portfolio P/E
42.30
—
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%
—