Portfolio Management Services (PMS)Compare Schemes
HDFC - All Cap Portfolio - DPMS vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
HDFC - All Cap Portfolio - DPMS
IFM Flexicap Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.12%
1.96%
6 Months
−0.35%
11.95%
1 Year
−1.07%
7.86%
3 Years
9.62%
—
5 Years
—
—
Since Inception
13.16%
0.34%
Fund Age
4 yrs 2 mo
13 mo
AUM
₹52.82 Cr
₹18.23 Cr
Alpha – 1 Year
−5.79%
3.14%
Alpha – 3 Years
−2.47%
—
Information Ratio – 3 Years
-0.56
—
Volatility – 1 Year
17.26%
25.09%
Volatility – 3 Years
15.97%
—
Beta – 1 Year
0.98
1.36
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
-0.29
0.20
Sharpe Ratio – 3 Years
0.28
—
Worst Rolling Year
9.59%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−18.05%
−18.22%
Recovery Period
131 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.96%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 48% · M 3% · S 35%
Number of Stocks
—
13
Portfolio P/E
—
14.34
Top 5 Holdings
—
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
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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