Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
IFM Flexicap Growth Fund
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.96%
3.17%
6 Months
11.95%
6.78%
1 Year
7.86%
13.06%
3 Years
—
8.79%
5 Years
—
—
Since Inception
0.34%
8.64%
Fund Age
13 mo
3 yrs 2 mo
AUM
₹18.23 Cr
₹66.61 Cr
Alpha – 1 Year
3.14%
13.41%
Alpha – 3 Years
—
−0.20%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.09%
20.80%
Volatility – 3 Years
—
—
Beta – 1 Year
1.36
1.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.41
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.22%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 48% · M 3% · S 35%
L 90% · M 10%
Number of Stocks
13
26
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%
Bajaj Auto Ltd · 6.00%
Solar Industries India Ltd · 5.64%
Bharat Electronics Ltd · 5.46%
Cholamandalam Investment & Finance Company Ltd · 5.00%
Aditya Birla Capital Ltd · 4.90%
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%