Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Ionic Allocate Portfolio - Moderate
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Ionic Allocate Portfolio - Moderate
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 4.7%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.96%
1.04%
6 Months
11.95%
1.10%
1 Year
7.86%
24.19%
3 Years
—
—
5 Years
—
—
Since Inception
0.34%
23.57%
Fund Age
13 mo
15 mo
AUM
₹18.23 Cr
₹82.05 Cr
Alpha – 1 Year
3.14%
23.04%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.09%
12.05%
Volatility – 3 Years
—
—
Beta – 1 Year
1.36
0.84
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
1.42
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.22%
−11.46%
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
75
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%
ICICI Pru Equity Savings Fund - Dir (G) · 8.57%
Indus Infra Trust · 7.59%
IndiGrid Infrastructure Trust · 7.03%
Mirae Asset Gold ETF · 6.09%
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 5.70%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
—
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –