Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Motilal Oswal - India Growth Strategy
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Motilal Oswal - India Growth Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.32%
1.02%
6 Months
7.54%
20.43%
1 Year
8.20%
14.98%
3 Years
—
—
5 Years
—
—
Since Inception
2.83%
20.69%
Fund Age
14 mo
2 yrs 8 mo
AUM
₹18.5 Cr
₹320.35 Cr
Alpha – 1 Year
3.48%
12.00%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.53%
24.24%
Volatility – 3 Years
—
—
Beta – 1 Year
1.05
1.26
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.23
0.46
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.67%
−12.04%
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%
L 5% · M 36% · S 51%
Number of Stocks
15
29
Portfolio P/E
—
40.22
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 · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%