Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Omni Super Invest
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Omni Super Invest
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%
−0.18%
6 Months
7.54%
2.67%
1 Year
8.20%
—
3 Years
—
—
5 Years
—
—
Since Inception
2.83%
2.93%
Fund Age
14 mo
8 mo
AUM
₹18.5 Cr
₹6.97 Cr
Alpha – 1 Year
3.48%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.53%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.05
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.23
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.67%
—
Recovery Period
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 28% · M 13% · S 33%
Number of Stocks
15
43
Portfolio P/E
—
11.34
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%
BHARAT Bond ETF - April 2033 · 10.00%
LIC MF Nifty 8-13 yr G-Sec ETF · 4.00%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.00%
Nippon India ETF Gold BeES · 3.00%
Jindal Stainless Ltd · 2.50%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Financial Services · 43.03%
Construction · 12.50%
Power · 11.56%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%