Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Invesco - Caterpillar
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Invesco - Caterpillar
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
5.09%
6 Months
11.95%
12.77%
1 Year
7.86%
18.71%
3 Years
—
16.31%
5 Years
—
16.50%
Since Inception
0.34%
12.31%
Fund Age
13 mo
20 yrs 2 mo
AUM
₹18.23 Cr
₹81.03 Cr
Alpha – 1 Year
3.14%
13.99%
Alpha – 3 Years
—
4.22%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
25.09%
18.60%
Volatility – 3 Years
—
18.73%
Beta – 1 Year
1.36
0.98
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.20
0.73
Sharpe Ratio – 3 Years
—
0.63
Worst Rolling Year
—
-17.65%
Value at Worst Rolling Year
—
₹0.82 Cr
Deepest Drawdown
−18.22%
−25.73%
Recovery Period
Not yet recovered
498 days
1-Year Rolling Windows Positive
—
76.16%
Median Rolling Year
—
14.50%
5-Year Rolling Windows Positive
—
86.34%
Market-Cap Mix
L 48% · M 3% · S 35%
L 18% · M 28% · S 49%
Number of Stocks
13
23
Portfolio P/E
14.34
43.00
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%
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Financial Services · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—