Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
IFM Alphaedge Growth Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
12.27%
6 Months
7.54%
−1.13%
1 Year
8.20%
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
2.83%
13.07%
Fund Age
14 mo
15 yrs 3 mo
AUM
₹18.5 Cr
—
Alpha – 1 Year
3.48%
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
18.53%
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
1.05
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.23
0.15
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−14.67%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 47% · M 18% · S 29%
L 73% · M 20% · S 7%
Number of Stocks
15
23
Portfolio P/E
—
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1.5% / 1% / 0.5%