Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
NMR GROWTH STRATEGY
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.96%
5.30%
6 Months
11.95%
39.16%
1 Year
7.86%
20.20%
3 Years
—
—
5 Years
—
—
Since Inception
0.34%
17.87%
Fund Age
13 mo
19 mo
AUM
₹18.23 Cr
₹82.38 Cr
Alpha – 1 Year
3.14%
15.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.09%
34.86%
Volatility – 3 Years
—
—
Beta – 1 Year
1.36
1.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.53
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.22%
−24.64%
Recovery Period
Not yet recovered
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%
—
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%
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
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