Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Prosperity - Discovery Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
4.17%
6 Months
11.95%
20.15%
1 Year
7.86%
7.22%
3 Years
—
9.88%
5 Years
—
10.18%
Since Inception
0.34%
17.47%
Fund Age
13 mo
5 yrs 8 mo
AUM
₹18.23 Cr
₹112.12 Cr
Alpha – 1 Year
3.14%
2.50%
Alpha – 3 Years
—
−2.21%
Information Ratio – 3 Years
—
-0.17
Volatility – 1 Year
25.09%
30.34%
Volatility – 3 Years
—
23.32%
Beta – 1 Year
1.36
1.54
Beta – 3 Years
—
1.29
Sharpe Ratio – 1 Year
0.20
0.19
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
8.52%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−18.22%
−32.53%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 48% · M 3% · S 35%
M 39% · S 59%
Number of Stocks
13
28
Portfolio P/E
14.34
38.78
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%
—
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%