Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
IFM Flexicap Growth Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
12.27%
6 Months
11.95%
−1.13%
1 Year
7.86%
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
0.34%
13.07%
Fund Age
13 mo
15 yrs 3 mo
AUM
₹18.23 Cr
—
Alpha – 1 Year
3.14%
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
25.09%
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
1.36
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.20
0.15
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−18.22%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 48% · M 3% · S 35%
L 73% · M 20% · S 7%
Number of Stocks
13
23
Portfolio P/E
14.34
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1.5% / 1% / 0.5%