Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Sowilo Multicap Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
3.12%
6 Months
7.54%
20.18%
1 Year
8.20%
17.30%
3 Years
—
18.32%
5 Years
—
—
Since Inception
2.83%
21.17%
Fund Age
14 mo
3 yrs 2 mo
AUM
₹18.5 Cr
₹171.55 Cr
Alpha – 1 Year
3.48%
12.58%
Alpha – 3 Years
—
6.23%
Information Ratio – 3 Years
—
0.82
Volatility – 1 Year
18.53%
24.39%
Volatility – 3 Years
—
21.61%
Beta – 1 Year
1.05
1.30
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
0.23
0.55
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
18.30%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−14.67%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.41%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 47% · M 18% · S 29%
L 4% · M 4% · S 88%
Number of Stocks
15
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
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)
—
1% / 0% / 0%