Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
3.12%
6 Months
11.95%
8.08%
1 Year
7.86%
10.16%
3 Years
—
15.60%
5 Years
—
—
Since Inception
0.34%
19.84%
Fund Age
13 mo
6 yrs 11 mo
AUM
₹18.23 Cr
₹3.18 Cr
Alpha – 1 Year
3.14%
7.18%
Alpha – 3 Years
—
3.72%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
25.09%
19.93%
Volatility – 3 Years
—
18.09%
Beta – 1 Year
1.36
1.12
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.20
0.31
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−18.22%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 48% · M 3% · S 35%
L 31% · M 55% · S 12%
Number of Stocks
13
29
Portfolio P/E
14.34
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / –