Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
IFM Flexicap Growth Fund
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.32%
1.96%
6 Months
7.54%
11.95%
1 Year
8.20%
7.86%
3 Years
—
—
5 Years
—
—
Since Inception
2.83%
0.34%
Fund Age
14 mo
13 mo
AUM
₹18.5 Cr
₹18.23 Cr
Alpha – 1 Year
3.48%
3.14%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.53%
25.09%
Volatility – 3 Years
—
—
Beta – 1 Year
1.05
1.36
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.23
0.20
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.67%
−18.22%
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 47% · M 18% · S 29%
L 48% · M 3% · S 35%
Number of Stocks
15
13
Portfolio P/E
—
14.34
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%
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 · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—