Portfolio Management Services (PMS)Compare Schemes
HDFC India Ascent Portfolio - DPMS vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
HDFC India Ascent Portfolio - DPMS
IFM Alphaedge 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
−1.07%
1.32%
6 Months
1.78%
7.54%
1 Year
5.40%
8.20%
3 Years
8.85%
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5 Years
—
—
Since Inception
10.06%
2.83%
Fund Age
3 yrs 2 mo
14 mo
AUM
₹6 Cr
₹18.5 Cr
Alpha – 1 Year
0.68%
3.48%
Alpha – 3 Years
−3.24%
—
Information Ratio – 3 Years
-0.36
—
Volatility – 1 Year
19.91%
18.53%
Volatility – 3 Years
17.03%
—
Beta – 1 Year
1.12
1.05
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.09
0.23
Sharpe Ratio – 3 Years
0.27
—
Worst Rolling Year
8.77%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−18.84%
−14.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
10.14%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
—
L 47% · M 18% · S 29%
Number of Stocks
—
15
Portfolio P/E
—
—
Top 5 Holdings
—
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
1.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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