Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
KEDIA - Multi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
2.23%
6 Months
11.95%
7.97%
1 Year
7.86%
6.21%
3 Years
—
12.78%
5 Years
—
14.19%
Since Inception
0.34%
16.41%
Fund Age
13 mo
7 yrs 3 mo
AUM
₹18.23 Cr
₹115.97 Cr
Alpha – 1 Year
3.14%
1.49%
Alpha – 3 Years
—
0.69%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
25.09%
15.75%
Volatility – 3 Years
—
15.69%
Beta – 1 Year
1.36
0.82
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
0.20
0.12
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
11.84%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−18.22%
−23.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 48% · M 3% · S 35%
—
Number of Stocks
13
35
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%
—
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%