Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
10%
15%
20%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.96%
−2.26%
6 Months
11.95%
9.35%
1 Year
7.86%
10.43%
3 Years
—
15.16%
5 Years
—
—
Since Inception
0.34%
21.24%
Fund Age
13 mo
4 yrs 11 mo
AUM
₹18.23 Cr
₹16.88 Cr
Alpha – 1 Year
3.14%
8.57%
Alpha – 3 Years
—
3.08%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
25.09%
33.08%
Volatility – 3 Years
—
27.65%
Beta – 1 Year
1.36
1.54
Beta – 3 Years
—
1.38
Sharpe Ratio – 1 Year
0.20
0.28
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
12.88%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−18.22%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.61%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 48% · M 3% · S 35%
L 9% · M 17% · S 71%
Number of Stocks
13
16
Portfolio P/E
14.34
48.24
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%
Amagi Media Labs Ltd · 11.48%
Indian Energy Exchange Ltd · 10.38%
Precision Camshafts Ltd · 9.51%
Hitachi Energy India Ltd · 8.21%
Go Fashion (India) Ltd · 7.88%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%