Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Wallfort-Avenue Fund
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
3.79%
6 Months
11.95%
18.76%
1 Year
7.86%
31.67%
3 Years
—
24.57%
5 Years
—
—
Since Inception
0.34%
26.31%
Fund Age
13 mo
2 yrs 4 mo
AUM
₹18.23 Cr
₹160.31 Cr
Alpha – 1 Year
3.14%
26.95%
Alpha – 3 Years
—
12.48%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.09%
17.93%
Volatility – 3 Years
—
20.59%
Beta – 1 Year
1.36
0.80
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
1.34
Sharpe Ratio – 3 Years
—
1.78
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.22%
−12.22%
Recovery Period
Not yet recovered
69 days
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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%