Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
IFM Flexicap 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%
1.96%
6 Months
24.60%
11.95%
1 Year
7.56%
7.86%
3 Years
20.98%
—
5 Years
—
—
Since Inception
24.10%
0.34%
Fund Age
4 yrs 4 mo
13 mo
AUM
₹3.89 Cr
₹18.23 Cr
Alpha – 1 Year
4.58%
3.14%
Alpha – 3 Years
9.08%
—
Information Ratio – 3 Years
0.07
—
Volatility – 1 Year
32.74%
25.09%
Volatility – 3 Years
27.24%
—
Beta – 1 Year
1.49
1.36
Beta – 3 Years
1.30
—
Sharpe Ratio – 1 Year
0.20
0.20
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
17.91%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−34.40%
−18.22%
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 48% · M 3% · S 35%
Number of Stocks
27
13
Portfolio P/E
52.77
14.34
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%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—