Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.32%
1.47%
6 Months
7.54%
5.42%
1 Year
8.20%
9.64%
3 Years
—
10.36%
5 Years
—
7.75%
Since Inception
2.83%
11.08%
Fund Age
14 mo
9 yrs 11 mo
AUM
₹18.5 Cr
₹66.05 Cr
Alpha – 1 Year
3.48%
9.99%
Alpha – 3 Years
—
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
18.53%
17.05%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
1.05
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.23
0.31
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−14.67%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
—
99.96%
Median Rolling Year
—
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 47% · M 18% · S 29%
L 84% · M 12%
Number of Stocks
15
23
Portfolio P/E
—
—
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
—
Fixed Fee
0.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—