Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Right Horizons - Super Value Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
3.00%
6 Months
11.95%
20.83%
1 Year
7.86%
12.18%
3 Years
—
13.97%
5 Years
—
17.12%
Since Inception
0.34%
15.75%
Fund Age
13 mo
13 yrs 8 mo
AUM
₹18.23 Cr
₹205.48 Cr
Alpha – 1 Year
3.14%
9.20%
Alpha – 3 Years
—
2.09%
Information Ratio – 3 Years
—
0.40
Volatility – 1 Year
25.09%
27.53%
Volatility – 3 Years
—
22.15%
Beta – 1 Year
1.36
1.45
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.20
0.35
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
-9.57%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−18.22%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
93.51%
Median Rolling Year
—
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 48% · M 3% · S 35%
L 17% · M 21% · S 60%
Number of Stocks
13
30
Portfolio P/E
14.34
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%