Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
4.52%
6 Months
11.95%
24.02%
1 Year
7.86%
36.06%
3 Years
—
24.43%
5 Years
—
16.10%
Since Inception
0.34%
15.98%
Fund Age
13 mo
14 yrs 10 mo
AUM
₹18.23 Cr
₹214.08 Cr
Alpha – 1 Year
3.14%
31.34%
Alpha – 3 Years
—
12.34%
Information Ratio – 3 Years
—
1.07
Volatility – 1 Year
25.09%
26.85%
Volatility – 3 Years
—
19.70%
Beta – 1 Year
1.36
1.34
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.20
1.08
Sharpe Ratio – 3 Years
—
0.96
Worst Rolling Year
—
-9.81%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−18.22%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
—
90.43%
Median Rolling Year
—
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 48% · M 3% · S 35%
L 40% · M 33% · S 24%
Number of Stocks
13
31
Portfolio P/E
14.34
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%