Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
3.10%
6 Months
7.54%
24.70%
1 Year
8.20%
21.80%
3 Years
—
16.46%
5 Years
—
12.29%
Since Inception
2.83%
17.31%
Fund Age
14 mo
7 yrs 2 mo
AUM
₹18.5 Cr
₹328.39 Cr
Alpha – 1 Year
3.48%
22.15%
Alpha – 3 Years
—
7.46%
Information Ratio – 3 Years
—
1.55
Volatility – 1 Year
18.53%
22.56%
Volatility – 3 Years
—
18.01%
Beta – 1 Year
1.05
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.23
0.85
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
7.49%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−14.67%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 47% · M 18% · S 29%
—
Number of Stocks
15
16
Portfolio P/E
—
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
—
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 1%