Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
11.42%
6 Months
11.95%
35.03%
1 Year
7.86%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
0.34%
19.33%
Fund Age
13 mo
6 yrs 10 mo
AUM
₹18.23 Cr
₹2,975 Cr
Alpha – 1 Year
3.14%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
25.09%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
1.36
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.20
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−18.22%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 48% · M 3% · S 35%
—
Number of Stocks
13
14
Portfolio P/E
14.34
25.70
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%
—
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%