Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
0.97%
6 Months
7.54%
6.33%
1 Year
8.20%
−0.99%
3 Years
—
6.26%
5 Years
—
6.47%
Since Inception
2.83%
5.18%
Fund Age
14 mo
19 yrs 5 mo
AUM
₹18.5 Cr
₹95.89 Cr
Alpha – 1 Year
3.48%
2.51%
Alpha – 3 Years
—
−2.73%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
18.53%
20.93%
Volatility – 3 Years
—
17.77%
Beta – 1 Year
1.05
1.14
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.23
-0.20
Sharpe Ratio – 3 Years
—
0.23
Worst Rolling Year
—
-21.50%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
−14.67%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
74.63%
Median Rolling Year
—
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
L 47% · M 18% · S 29%
L 77% · M 12% · S 11%
Number of Stocks
15
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
0.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%