Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
20%
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.96%
0.30%
6 Months
11.95%
26.99%
1 Year
7.86%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
0.34%
35.84%
Fund Age
13 mo
4 yrs 3 mo
AUM
₹18.23 Cr
₹521.91 Cr
Alpha – 1 Year
3.14%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.09%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
1.36
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−18.22%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 48% · M 3% · S 35%
—
Number of Stocks
13
49
Portfolio P/E
14.34
21.17
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%
—
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—