Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
10.24%
6 Months
11.95%
31.65%
1 Year
7.86%
26.47%
3 Years
—
18.72%
5 Years
—
16.28%
Since Inception
0.34%
14.51%
Fund Age
13 mo
10 yrs 10 mo
AUM
₹18.23 Cr
₹423.36 Cr
Alpha – 1 Year
3.14%
21.75%
Alpha – 3 Years
—
6.63%
Information Ratio – 3 Years
—
0.36
Volatility – 1 Year
25.09%
28.25%
Volatility – 3 Years
—
24.90%
Beta – 1 Year
1.36
1.32
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.20
0.78
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
-5.98%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−18.22%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
—
86.69%
Median Rolling Year
—
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 48% · M 3% · S 35%
L 12% · M 6% · S 82%
Number of Stocks
13
62
Portfolio P/E
14.34
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%