Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
3.11%
6 Months
11.95%
4.12%
1 Year
7.86%
−0.25%
3 Years
—
10.95%
5 Years
—
10.56%
Since Inception
0.34%
10.62%
Fund Age
13 mo
13 yrs 8 mo
AUM
₹18.23 Cr
₹41.22 Cr
Alpha – 1 Year
3.14%
0.18%
Alpha – 3 Years
—
2.39%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
25.09%
20.61%
Volatility – 3 Years
—
17.57%
Beta – 1 Year
1.36
1.24
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
0.20
-0.18
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
-10.52%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
−18.22%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
93.48%
Median Rolling Year
—
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 48% · M 3% · S 35%
L 70% · M 29%
Number of Stocks
13
25
Portfolio P/E
14.34
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%