Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
4.79%
6 Months
11.95%
13.10%
1 Year
7.86%
18.11%
3 Years
—
14.56%
5 Years
—
8.71%
Since Inception
0.34%
13.67%
Fund Age
13 mo
11 yrs 2 mo
AUM
₹18.23 Cr
₹138.06 Cr
Alpha – 1 Year
3.14%
18.46%
Alpha – 3 Years
—
5.57%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
25.09%
22.83%
Volatility – 3 Years
—
16.72%
Beta – 1 Year
1.36
1.29
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.20
0.61
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
-8.44%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
−18.22%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
—
92.53%
Median Rolling Year
—
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 48% · M 3% · S 35%
L 38% · M 14% · S 45%
Number of Stocks
13
18
Portfolio P/E
14.34
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%