Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Spark - Core & Satellite
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Spark - Core & Satellite
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
−0.58%
6 Months
7.54%
−7.12%
1 Year
8.20%
0.89%
3 Years
—
8.72%
5 Years
—
12.45%
Since Inception
2.83%
16.65%
Fund Age
14 mo
7 yrs 4 mo
AUM
₹18.5 Cr
₹288.53 Cr
Alpha – 1 Year
3.48%
1.24%
Alpha – 3 Years
—
−0.28%
Information Ratio – 3 Years
—
0.00
Volatility – 1 Year
18.53%
16.11%
Volatility – 3 Years
—
15.05%
Beta – 1 Year
1.05
0.96
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.23
-0.20
Sharpe Ratio – 3 Years
—
0.28
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.67%
—
Recovery Period
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%
NTPC Ltd · 5.00%
State Bank of India · 4.50%
SBI Life Insurance Company Ltd · 4.50%
Kotak Mahindra Bank Ltd · 4.00%
EID Parry (India) Ltd · 4.00%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
—
Fixed Fee
0.75% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%