Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Marathon Trends - Trend Following
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
1.43%
6 Months
7.54%
0.81%
1 Year
8.20%
7.79%
3 Years
—
9.10%
5 Years
—
—
Since Inception
2.83%
17.42%
Fund Age
14 mo
8 yrs 11 mo
AUM
₹18.5 Cr
₹342.11 Cr
Alpha – 1 Year
3.48%
3.07%
Alpha – 3 Years
—
−2.99%
Information Ratio – 3 Years
—
0.29
Volatility – 1 Year
18.53%
17.73%
Volatility – 3 Years
—
15.85%
Beta – 1 Year
1.05
1.00
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.23
0.21
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
9.10%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−14.67%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.58%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 47% · M 18% · S 29%
L 40% · M 35% · S 22%
Number of Stocks
15
23
Portfolio P/E
—
21.69
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%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%