Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Kotak Pioneer Model Strategy Conservative
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Kotak Pioneer Model Strategy Conservative
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.96%
0.76%
6 Months
11.95%
−3.76%
1 Year
7.86%
22.86%
3 Years
—
—
5 Years
—
—
Since Inception
0.34%
13.01%
Fund Age
13 mo
4 yrs 1 mo
AUM
₹18.23 Cr
₹1.16 Cr
Alpha – 1 Year
3.14%
16.15%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.30
Volatility – 1 Year
25.09%
15.51%
Volatility – 3 Years
—
9.32%
Beta – 1 Year
1.36
0.62
Beta – 3 Years
—
0.45
Sharpe Ratio – 1 Year
0.20
1.06
Sharpe Ratio – 3 Years
—
0.93
Worst Rolling Year
—
9.06%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−18.22%
−13.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.57%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 48% · M 3% · S 35%
—
Number of Stocks
13
—
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%
HDFC Flexi Cap Fund - Direct (G) · 15.10%
Kotak Flexi Cap Fund - Direct (G) · 13.59%
HDFC Ultra Short to Short Term Fund - Direct (G) · 11.63%
ICICI Pru Ultra Short to Short Term Fund - Direct (G) · 7.75%
Kotak Active Momentum Fund - Direct (G) · 7.39%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –