Portfolio Management Services (PMS)Compare Schemes
GREEN PORTFOLIO - The Green Ethical Fund vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
GREEN PORTFOLIO - The Green Ethical Fund
IFM Alphaedge Growth Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
3.65%
1.32%
6 Months
36.06%
7.54%
1 Year
18.40%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
10.79%
2.83%
Fund Age
2 yrs 1 mo
14 mo
AUM
₹36.18 Cr
₹18.5 Cr
Alpha – 1 Year
15.42%
3.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
30.13%
18.53%
Volatility – 3 Years
—
—
Beta – 1 Year
1.44
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.51
0.23
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−21.62%
−14.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 28% · M 20% · S 30%
L 47% · M 18% · S 29%
Number of Stocks
41
15
Portfolio P/E
38.26
—
Top 5 Holdings
Cash & Cash Equivalent · 8.37%
HFCL Ltd · 8.02%
Bharat Forge Ltd · 5.67%
Kalyani Steels Ltd · 4.38%
Steel Strips Wheels Ltd · 4.28%
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%
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