Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
3.08%
6 Months
7.54%
14.24%
1 Year
8.20%
9.21%
3 Years
—
8.31%
5 Years
—
7.74%
Since Inception
2.83%
11.80%
Fund Age
14 mo
10 yrs 3 mo
AUM
₹18.5 Cr
₹251.07 Cr
Alpha – 1 Year
3.48%
4.51%
Alpha – 3 Years
—
−2.91%
Information Ratio – 3 Years
—
-0.50
Volatility – 1 Year
18.53%
21.09%
Volatility – 3 Years
—
15.86%
Beta – 1 Year
1.05
1.13
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.23
0.27
Sharpe Ratio – 3 Years
—
0.26
Worst Rolling Year
—
-3.45%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
−14.67%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
—
97.82%
Median Rolling Year
—
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 47% · M 18% · S 29%
L 30% · M 32% · S 34%
Number of Stocks
15
28
Portfolio P/E
—
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%