Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Prosperity - Discovery Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
4.17%
6 Months
7.54%
20.15%
1 Year
8.20%
7.22%
3 Years
—
9.88%
5 Years
—
10.18%
Since Inception
2.83%
17.47%
Fund Age
14 mo
5 yrs 8 mo
AUM
₹18.5 Cr
₹112.12 Cr
Alpha – 1 Year
3.48%
2.50%
Alpha – 3 Years
—
−2.21%
Information Ratio – 3 Years
—
-0.17
Volatility – 1 Year
18.53%
30.34%
Volatility – 3 Years
—
23.32%
Beta – 1 Year
1.05
1.54
Beta – 3 Years
—
1.29
Sharpe Ratio – 1 Year
0.23
0.19
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
8.52%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−14.67%
−32.53%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 47% · M 18% · S 29%
M 39% · S 59%
Number of Stocks
15
28
Portfolio P/E
—
38.78
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%
—
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
—
Fixed Fee
0.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%