Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.96%
0.50%
6 Months
11.95%
2.02%
1 Year
7.86%
0.60%
3 Years
—
8.21%
5 Years
—
5.75%
Since Inception
0.34%
9.73%
Fund Age
13 mo
6 yrs
AUM
₹18.23 Cr
₹128.19 Cr
Alpha – 1 Year
3.14%
1.03%
Alpha – 3 Years
—
−0.36%
Information Ratio – 3 Years
—
0.12
Volatility – 1 Year
25.09%
19.24%
Volatility – 3 Years
—
14.76%
Beta – 1 Year
1.36
1.13
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.20
-0.16
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
0.20%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−18.22%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
98.09%
Median Rolling Year
—
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 48% · M 3% · S 35%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%