Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
1.73%
6 Months
7.54%
7.38%
1 Year
8.20%
6.08%
3 Years
—
8.22%
5 Years
—
7.99%
Since Inception
2.83%
12.63%
Fund Age
14 mo
9 yrs 9 mo
AUM
₹18.5 Cr
₹145.75 Cr
Alpha – 1 Year
3.48%
1.36%
Alpha – 3 Years
—
−3.87%
Information Ratio – 3 Years
—
-0.60
Volatility – 1 Year
18.53%
20.08%
Volatility – 3 Years
—
16.27%
Beta – 1 Year
1.05
1.12
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.23
0.13
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
-1.76%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−14.67%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
98.75%
Median Rolling Year
—
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 47% · M 18% · S 29%
L 62% · M 20% · S 7%
Number of Stocks
15
25
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
—
Fixed Fee
0.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%