Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Purnartha Vision Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
5.60%
6 Months
11.95%
9.69%
1 Year
7.86%
14.36%
3 Years
—
13.50%
5 Years
—
8.53%
Since Inception
0.34%
11.34%
Fund Age
13 mo
5 yrs 5 mo
AUM
₹18.23 Cr
₹190.75 Cr
Alpha – 1 Year
3.14%
9.64%
Alpha – 3 Years
—
1.41%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
25.09%
24.59%
Volatility – 3 Years
—
18.73%
Beta – 1 Year
1.36
1.16
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.20
0.44
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
8.91%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−18.22%
−18.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 48% · M 3% · S 35%
L 16% · M 12% · S 39%
Number of Stocks
13
—
Portfolio P/E
14.34
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%