Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
QED Capital - Core Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 4.7%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.96%
2.59%
6 Months
11.95%
−7.48%
1 Year
7.86%
2.63%
3 Years
—
—
5 Years
—
—
Since Inception
0.34%
2.29%
Fund Age
13 mo
16 mo
AUM
₹18.23 Cr
₹10.89 Cr
Alpha – 1 Year
3.14%
−2.09%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.09%
13.82%
Volatility – 3 Years
—
—
Beta – 1 Year
1.36
0.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
-0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.22%
−13.29%
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%
L 47% · M 38%
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%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%