Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Invesco - Challengers
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
1.41%
6 Months
11.95%
13.18%
1 Year
7.86%
2.91%
3 Years
—
14.27%
5 Years
—
—
Since Inception
0.34%
11.83%
Fund Age
13 mo
4 yrs 11 mo
AUM
₹18.23 Cr
₹31.01 Cr
Alpha – 1 Year
3.14%
−1.81%
Alpha – 3 Years
—
2.18%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
25.09%
18.67%
Volatility – 3 Years
—
17.11%
Beta – 1 Year
1.36
0.97
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.20
-0.04
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−18.22%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 48% · M 3% · S 35%
L 37% · M 30% · S 33%
Number of Stocks
13
26
Portfolio P/E
14.34
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—