Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Master Trust India Growth Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
5.45%
6 Months
11.95%
16.85%
1 Year
7.86%
9.30%
3 Years
—
14.05%
5 Years
—
14.30%
Since Inception
0.34%
24.29%
Fund Age
13 mo
14 yrs 10 mo
AUM
₹18.23 Cr
₹372.24 Cr
Alpha – 1 Year
3.14%
4.58%
Alpha – 3 Years
—
1.97%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
25.09%
21.18%
Volatility – 3 Years
—
20.18%
Beta – 1 Year
1.36
1.04
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.20
0.27
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-10.46%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−18.22%
−23.77%
Recovery Period
Not yet recovered
99 days
1-Year Rolling Windows Positive
—
93.61%
Median Rolling Year
—
27.35%
5-Year Rolling Windows Positive
—
100.00%
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1.5% / 0.5%