Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Samvitti-PMS Long Term Growth
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
7.49%
6 Months
11.95%
27.88%
1 Year
7.86%
29.03%
3 Years
—
18.18%
5 Years
—
15.45%
Since Inception
0.34%
16.74%
Fund Age
13 mo
10 yrs 9 mo
AUM
₹18.23 Cr
₹245.99 Cr
Alpha – 1 Year
3.14%
24.31%
Alpha – 3 Years
—
6.09%
Information Ratio – 3 Years
—
0.49
Volatility – 1 Year
25.09%
21.97%
Volatility – 3 Years
—
17.89%
Beta – 1 Year
1.36
1.05
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.20
1.03
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
1.53%
Value at Worst Rolling Year
—
₹1.02 Cr
Deepest Drawdown
−18.22%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 48% · M 3% · S 35%
L 36% · M 27% · S 36%
Number of Stocks
13
44
Portfolio P/E
14.34
69.76
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 · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%