Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Magadh - Value for Growth
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Magadh - Value for Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
1.29%
6 Months
11.95%
−4.12%
1 Year
7.86%
1.97%
3 Years
—
12.30%
5 Years
—
12.28%
Since Inception
0.34%
12.08%
Fund Age
13 mo
5 yrs
AUM
₹18.23 Cr
₹27.16 Cr
Alpha – 1 Year
3.14%
−2.75%
Alpha – 3 Years
—
0.21%
Information Ratio – 3 Years
—
0.08
Volatility – 1 Year
25.09%
18.26%
Volatility – 3 Years
—
15.26%
Beta – 1 Year
1.36
1.01
Beta – 3 Years
—
0.92
Sharpe Ratio – 1 Year
0.20
-0.09
Sharpe Ratio – 3 Years
—
0.53
Worst Rolling Year
—
12.19%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−18.22%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 48% · M 3% · S 35%
L 41% · M 28% · S 30%
Number of Stocks
13
27
Portfolio P/E
14.34
24.88
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%
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%