Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
JM Financial - Focus
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
1.03%
6 Months
11.95%
6.82%
1 Year
7.86%
3.42%
3 Years
—
13.55%
5 Years
—
9.47%
Since Inception
0.34%
15.08%
Fund Age
13 mo
13 yrs 9 mo
AUM
₹18.23 Cr
₹319.05 Cr
Alpha – 1 Year
3.14%
0.44%
Alpha – 3 Years
—
1.66%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
25.09%
13.79%
Volatility – 3 Years
—
15.92%
Beta – 1 Year
1.36
0.75
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.20
-0.08
Sharpe Ratio – 3 Years
—
0.53
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.22%
−20.24%
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 63% · M 12% · S 18%
Number of Stocks
13
49
Portfolio P/E
14.34
33.08
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 Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%