Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Nippon - Indian Economic Transformation - ETP
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.96%
3.08%
6 Months
11.95%
9.19%
1 Year
7.86%
9.02%
3 Years
—
14.71%
5 Years
—
10.31%
Since Inception
0.34%
14.95%
Fund Age
13 mo
7 yrs 10 mo
AUM
₹18.23 Cr
₹42.73 Cr
Alpha – 1 Year
3.14%
4.30%
Alpha – 3 Years
—
2.62%
Information Ratio – 3 Years
—
0.63
Volatility – 1 Year
25.09%
17.52%
Volatility – 3 Years
—
14.89%
Beta – 1 Year
1.36
0.97
Beta – 3 Years
—
0.92
Sharpe Ratio – 1 Year
0.20
0.26
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
8.19%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−18.22%
−18.24%
Recovery Period
Not yet recovered
238 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.27%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 48% · M 3% · S 35%
L 18% · M 16% · S 37%
Number of Stocks
13
30
Portfolio P/E
14.34
31.64
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%
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%