Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
SageOne - Smallcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
0.91%
6 Months
7.54%
22.17%
1 Year
8.20%
13.49%
3 Years
—
12.21%
5 Years
—
11.23%
Since Inception
2.83%
22.14%
Fund Age
14 mo
7 yrs 4 mo
AUM
₹18.5 Cr
₹1,280.4 Cr
Alpha – 1 Year
3.48%
8.77%
Alpha – 3 Years
—
0.12%
Information Ratio – 3 Years
—
0.01
Volatility – 1 Year
18.53%
24.60%
Volatility – 3 Years
—
22.41%
Beta – 1 Year
1.05
1.20
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.23
0.41
Sharpe Ratio – 3 Years
—
0.39
Worst Rolling Year
—
4.49%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−14.67%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 47% · M 18% · S 29%
S 100%
Number of Stocks
15
18
Portfolio P/E
—
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%