Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Ionic Allocate Portfolio - Equity
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Ionic Allocate Portfolio - Equity
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.32%
0.81%
6 Months
7.54%
3.41%
1 Year
8.20%
8.90%
3 Years
—
—
5 Years
—
—
Since Inception
2.83%
10.39%
Fund Age
14 mo
16 mo
AUM
₹18.5 Cr
₹54.76 Cr
Alpha – 1 Year
3.48%
9.33%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.53%
14.74%
Volatility – 3 Years
—
—
Beta – 1 Year
1.05
0.82
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.23
0.28
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.67%
−10.47%
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%
—
Number of Stocks
15
28
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%
Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 12.76%
AXIS Greater China Equity Fund Of Fund - Dir (G) · 12.48%
WhiteOak Capital Flexi Cap Fund - Direct (G) · 8.43%
Parag Parikh Flexi Cap Fund - Direct (G) · 8.31%
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.99%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
—
Fixed Fee
0.75% / yr
1.30% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –