Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
1.73%
6 Months
11.95%
7.38%
1 Year
7.86%
6.08%
3 Years
—
8.22%
5 Years
—
7.99%
Since Inception
0.34%
12.63%
Fund Age
13 mo
9 yrs 9 mo
AUM
₹18.23 Cr
₹145.75 Cr
Alpha – 1 Year
3.14%
1.36%
Alpha – 3 Years
—
−3.87%
Information Ratio – 3 Years
—
-0.60
Volatility – 1 Year
25.09%
20.08%
Volatility – 3 Years
—
16.27%
Beta – 1 Year
1.36
1.12
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.20
0.13
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
-1.76%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−18.22%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
98.75%
Median Rolling Year
—
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 48% · M 3% · S 35%
L 62% · M 20% · S 7%
Number of Stocks
13
25
Portfolio P/E
14.34
—
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%
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%