Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Incred Active Momentum Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.96%
2.70%
6 Months
11.95%
4.80%
1 Year
7.86%
0.40%
3 Years
—
—
5 Years
—
—
Since Inception
0.34%
2.40%
Fund Age
13 mo
17 mo
AUM
₹18.23 Cr
₹16.3 Cr
Alpha – 1 Year
3.14%
−2.60%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.09%
17.55%
Volatility – 3 Years
—
—
Beta – 1 Year
1.36
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
-0.19
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.22%
−14.81%
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 48% · M 3% · S 35%
L 61% · M 36%
Number of Stocks
13
25
Portfolio P/E
14.34
33.22
Top 5 Holdings
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—