Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
20%
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.32%
0.30%
6 Months
7.54%
26.99%
1 Year
8.20%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
2.83%
35.84%
Fund Age
14 mo
4 yrs 3 mo
AUM
₹18.5 Cr
₹521.91 Cr
Alpha – 1 Year
3.48%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.53%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
1.05
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.23
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−14.67%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 47% · M 18% · S 29%
—
Number of Stocks
15
49
Portfolio P/E
—
21.17
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%
—
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
—
Fixed Fee
0.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—