Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Invesco - Challengers
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
1.41%
6 Months
7.54%
13.18%
1 Year
8.20%
2.91%
3 Years
—
14.27%
5 Years
—
—
Since Inception
2.83%
11.83%
Fund Age
14 mo
4 yrs 11 mo
AUM
₹18.5 Cr
₹31.01 Cr
Alpha – 1 Year
3.48%
−1.81%
Alpha – 3 Years
—
2.18%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
18.53%
18.67%
Volatility – 3 Years
—
17.11%
Beta – 1 Year
1.05
0.97
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.23
-0.04
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−14.67%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 47% · M 18% · S 29%
L 37% · M 30% · S 33%
Number of Stocks
15
26
Portfolio P/E
—
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
0.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—