Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Unifi Blended - Rangoli
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
3.17%
6 Months
11.95%
10.91%
1 Year
7.86%
10.45%
3 Years
—
10.60%
5 Years
—
10.74%
Since Inception
0.34%
18.07%
Fund Age
13 mo
9 yrs 2 mo
AUM
₹18.23 Cr
₹11,464.61 Cr
Alpha – 1 Year
3.14%
5.73%
Alpha – 3 Years
—
−1.49%
Information Ratio – 3 Years
—
-0.11
Volatility – 1 Year
25.09%
18.78%
Volatility – 3 Years
—
16.83%
Beta – 1 Year
1.36
1.04
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.20
0.34
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
4.89%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−18.22%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 48% · M 3% · S 35%
L 24% · M 11% · S 66%
Number of Stocks
13
—
Portfolio P/E
14.34
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
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%