Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Shriram Future GEMS
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.32%
2.93%
6 Months
7.54%
1.59%
1 Year
8.20%
25.48%
3 Years
—
—
5 Years
—
—
Since Inception
2.83%
30.29%
Fund Age
14 mo
18 mo
AUM
₹18.5 Cr
₹0.8 Cr
Alpha – 1 Year
3.48%
25.83%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.53%
16.88%
Volatility – 3 Years
—
—
Beta – 1 Year
1.05
0.86
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.23
1.13
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.67%
−15.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 47% · M 18% · S 29%
—
Number of Stocks
15
—
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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
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Fixed Fee
0.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—