Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
1.32%
6 Months
24.60%
7.54%
1 Year
7.56%
8.20%
3 Years
20.98%
—
5 Years
—
—
Since Inception
24.10%
2.83%
Fund Age
4 yrs 4 mo
14 mo
AUM
₹3.89 Cr
₹18.5 Cr
Alpha – 1 Year
4.58%
3.48%
Alpha – 3 Years
9.08%
—
Information Ratio – 3 Years
0.07
—
Volatility – 1 Year
32.74%
18.53%
Volatility – 3 Years
27.24%
—
Beta – 1 Year
1.49
1.05
Beta – 3 Years
1.30
—
Sharpe Ratio – 1 Year
0.20
0.23
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
17.91%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−34.40%
−14.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.17%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 47% · M 18% · S 29%
Number of Stocks
27
15
Portfolio P/E
52.77
—
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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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