Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
11.42%
6 Months
7.54%
35.03%
1 Year
8.20%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
2.83%
19.33%
Fund Age
14 mo
6 yrs 10 mo
AUM
₹18.5 Cr
₹2,975 Cr
Alpha – 1 Year
3.48%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
18.53%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
1.05
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.23
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−14.67%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 47% · M 18% · S 29%
—
Number of Stocks
15
14
Portfolio P/E
—
25.70
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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%