Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Quest Investment Managers – Flagship
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
6.42%
6 Months
11.95%
15.63%
1 Year
7.86%
0.27%
3 Years
—
12.69%
5 Years
—
8.81%
Since Inception
0.34%
15.48%
Fund Age
13 mo
18 yrs 10 mo
AUM
₹18.23 Cr
₹406.27 Cr
Alpha – 1 Year
3.14%
−4.45%
Alpha – 3 Years
—
0.61%
Information Ratio – 3 Years
—
0.21
Volatility – 1 Year
25.09%
22.89%
Volatility – 3 Years
—
19.09%
Beta – 1 Year
1.36
1.13
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.20
-0.11
Sharpe Ratio – 3 Years
—
0.45
Worst Rolling Year
—
-10.83%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
−18.22%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
91.19%
Median Rolling Year
—
17.32%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 48% · M 3% · S 35%
L 28% · M 26% · S 45%
Number of Stocks
13
29
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%