Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Ladderup-Proud PMS
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Ladderup-Proud PMS
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
1.08%
6 Months
11.95%
7.09%
1 Year
7.86%
−3.99%
3 Years
—
6.36%
5 Years
—
—
Since Inception
0.34%
8.96%
Fund Age
13 mo
3 yrs 3 mo
AUM
₹18.23 Cr
₹101.42 Cr
Alpha – 1 Year
3.14%
−8.71%
Alpha – 3 Years
—
−5.73%
Information Ratio – 3 Years
—
-0.76
Volatility – 1 Year
25.09%
21.06%
Volatility – 3 Years
—
16.81%
Beta – 1 Year
1.36
1.13
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.20
-0.35
Sharpe Ratio – 3 Years
—
0.15
Worst Rolling Year
—
5.39%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−18.22%
−25.09%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.02%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 48% · M 3% · S 35%
—
Number of Stocks
13
25
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
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%