Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
TCG Transformative Growth Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.32%
2.52%
6 Months
7.54%
12.02%
1 Year
8.20%
4.98%
3 Years
—
—
5 Years
—
—
Since Inception
2.83%
2.03%
Fund Age
14 mo
1 yr 10 mo
AUM
₹18.5 Cr
₹167.29 Cr
Alpha – 1 Year
3.48%
0.26%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.53%
26.96%
Volatility – 3 Years
—
—
Beta – 1 Year
1.05
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.23
0.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.67%
−22.46%
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%
M 5% · S 94%
Number of Stocks
15
20
Portfolio P/E
—
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2.5% / 1.5% / 0%