Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Tamohara - TRUFFLE
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
8.72%
6 Months
7.54%
28.59%
1 Year
8.20%
28.02%
3 Years
—
18.67%
5 Years
—
17.18%
Since Inception
2.83%
20.03%
Fund Age
14 mo
5 yrs 4 mo
AUM
₹18.5 Cr
₹221.27 Cr
Alpha – 1 Year
3.48%
28.37%
Alpha – 3 Years
—
9.68%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
18.53%
22.32%
Volatility – 3 Years
—
17.88%
Beta – 1 Year
1.05
1.03
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.23
0.99
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
13.69%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−14.67%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 47% · M 18% · S 29%
L 19% · M 4% · S 74%
Number of Stocks
15
29
Portfolio P/E
—
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –