Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Lighthouse Canton Sectoral Shift Strategy
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Lighthouse Canton Sectoral Shift Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.32%
0.09%
6 Months
7.54%
−2.66%
1 Year
8.20%
—
3 Years
—
—
5 Years
—
—
Since Inception
2.83%
2.35%
Fund Age
14 mo
11 mo
AUM
₹18.5 Cr
₹22.93 Cr
Alpha – 1 Year
3.48%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.53%
19.73%
Volatility – 3 Years
—
—
Beta – 1 Year
1.05
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.23
-0.01
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.67%
−14.37%
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
—
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%
Nippon India ETF Nifty Bank BeES · 24.38%
Mirae Asset Nifty India Manufacturing ETF · 21.50%
Motilal Oswal Nifty Capital Market ETF · 18.35%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
—
Fixed Fee
0.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –