Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Ionic Allocate Portfolio - Equity
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Ionic Allocate Portfolio - Equity
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.96%
0.81%
6 Months
11.95%
3.41%
1 Year
7.86%
8.90%
3 Years
—
—
5 Years
—
—
Since Inception
0.34%
10.39%
Fund Age
13 mo
16 mo
AUM
₹18.23 Cr
₹54.76 Cr
Alpha – 1 Year
3.14%
9.33%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.09%
14.74%
Volatility – 3 Years
—
—
Beta – 1 Year
1.36
0.82
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.28
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.22%
−10.47%
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%
—
Number of Stocks
13
28
Portfolio P/E
14.34
—
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%
Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 12.76%
AXIS Greater China Equity Fund Of Fund - Dir (G) · 12.48%
WhiteOak Capital Flexi Cap Fund - Direct (G) · 8.43%
Parag Parikh Flexi Cap Fund - Direct (G) · 8.31%
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.99%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
—
Fixed Fee
2.50% / yr
1.30% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –