Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
ValueQuest - Platinum
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
2.62%
6 Months
11.95%
20.31%
1 Year
7.86%
5.50%
3 Years
—
14.22%
5 Years
—
16.13%
Since Inception
0.34%
18.70%
Fund Age
13 mo
9 yrs 8 mo
AUM
₹18.23 Cr
₹3,491.64 Cr
Alpha – 1 Year
3.14%
2.52%
Alpha – 3 Years
—
2.33%
Information Ratio – 3 Years
—
0.19
Volatility – 1 Year
25.09%
25.24%
Volatility – 3 Years
—
21.26%
Beta – 1 Year
1.36
1.29
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.20
0.11
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
-9.34%
Value at Worst Rolling Year
—
₹0.91 Cr
Deepest Drawdown
−18.22%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
—
93.29%
Median Rolling Year
—
15.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 48% · M 3% · S 35%
L 23% · M 15% · S 57%
Number of Stocks
13
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
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)
—
1% / 1% / 1%