Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Valcreate Lifesciences and Specialty Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
6.35%
6 Months
11.95%
17.95%
1 Year
7.86%
21.71%
3 Years
—
19.34%
5 Years
—
—
Since Inception
0.34%
19.34%
Fund Age
13 mo
3 yrs 6 mo
AUM
₹18.23 Cr
₹18.73 Cr
Alpha – 1 Year
3.14%
16.99%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.85
Volatility – 1 Year
25.09%
22.22%
Volatility – 3 Years
—
20.72%
Beta – 1 Year
1.36
0.87
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
0.20
0.75
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.22%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 48% · M 3% · S 35%
—
Number of Stocks
13
—
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%