Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Nippon - High Conviction Equity - HCEP
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.32%
3.27%
6 Months
7.54%
6.66%
1 Year
8.20%
7.95%
3 Years
—
14.01%
5 Years
—
12.40%
Since Inception
2.83%
16.07%
Fund Age
14 mo
12 yrs 5 mo
AUM
₹18.5 Cr
₹27.98 Cr
Alpha – 1 Year
3.48%
3.23%
Alpha – 3 Years
—
1.92%
Information Ratio – 3 Years
—
0.55
Volatility – 1 Year
18.53%
16.42%
Volatility – 3 Years
—
14.36%
Beta – 1 Year
1.05
0.92
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.23
0.15
Sharpe Ratio – 3 Years
—
0.63
Worst Rolling Year
—
-4.39%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−14.67%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
—
97.43%
Median Rolling Year
—
15.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 47% · M 18% · S 29%
L 25% · M 6% · S 37%
Number of Stocks
15
30
Portfolio P/E
—
29.90
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%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%