Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Omni Strategic Defence
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Omni Strategic Defence
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.96%
−1.11%
6 Months
11.95%
2.28%
1 Year
7.86%
—
3 Years
—
—
5 Years
—
—
Since Inception
0.34%
−1.18%
Fund Age
13 mo
8 mo
AUM
₹18.23 Cr
₹0.5 Cr
Alpha – 1 Year
3.14%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.09%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.36
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
—
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 38% · M 18% · S 42%
Number of Stocks
13
17
Portfolio P/E
14.34
21.62
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%
Bharat Heavy Electricals Ltd · 10.00%
NHPC Ltd · 10.00%
Gateway Distriparks Ltd · 10.00%
Larsen & Toubro Ltd · 10.00%
State Bank of India · 10.00%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Capital Goods · 38.00%
Services · 16.00%
Information Technology · 12.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%