Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
SageOne - Smallcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
0.91%
6 Months
11.95%
22.17%
1 Year
7.86%
13.49%
3 Years
—
12.21%
5 Years
—
11.23%
Since Inception
0.34%
22.14%
Fund Age
13 mo
7 yrs 4 mo
AUM
₹18.23 Cr
₹1,280.4 Cr
Alpha – 1 Year
3.14%
8.77%
Alpha – 3 Years
—
0.12%
Information Ratio – 3 Years
—
0.01
Volatility – 1 Year
25.09%
24.60%
Volatility – 3 Years
—
22.41%
Beta – 1 Year
1.36
1.20
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.20
0.41
Sharpe Ratio – 3 Years
—
0.39
Worst Rolling Year
—
4.49%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−18.22%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 48% · M 3% · S 35%
S 100%
Number of Stocks
13
18
Portfolio P/E
14.34
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%