Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.32%
10.15%
6 Months
7.54%
31.39%
1 Year
8.20%
26.01%
3 Years
—
19.28%
5 Years
—
23.67%
Since Inception
2.83%
28.23%
Fund Age
14 mo
5 yrs 4 mo
AUM
₹18.5 Cr
₹483.07 Cr
Alpha – 1 Year
3.48%
21.29%
Alpha – 3 Years
—
7.19%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
18.53%
27.77%
Volatility – 3 Years
—
26.19%
Beta – 1 Year
1.05
1.29
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.23
0.78
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
19.29%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−14.67%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 47% · M 18% · S 29%
L 12% · M 6% · S 81%
Number of Stocks
15
63
Portfolio P/E
—
62.66
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%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%