Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
0.18%
6 Months
7.54%
10.94%
1 Year
8.20%
1.03%
3 Years
—
11.45%
5 Years
—
15.19%
Since Inception
2.83%
27.03%
Fund Age
14 mo
5 yrs 11 mo
AUM
₹18.5 Cr
₹298.71 Cr
Alpha – 1 Year
3.48%
−3.69%
Alpha – 3 Years
—
−0.64%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
18.53%
27.68%
Volatility – 3 Years
—
23.40%
Beta – 1 Year
1.05
1.45
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
0.23
-0.03
Sharpe Ratio – 3 Years
—
0.35
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 2% · M 2% · S 86%
Number of Stocks
15
36
Portfolio P/E
—
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%