Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
WhiteOak Capital Digital Leaders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
7.88%
6 Months
11.95%
6.39%
1 Year
7.86%
0.37%
3 Years
—
11.18%
5 Years
—
—
Since Inception
0.34%
4.21%
Fund Age
13 mo
4 yrs 6 mo
AUM
₹18.23 Cr
₹59.82 Cr
Alpha – 1 Year
3.14%
−2.61%
Alpha – 3 Years
—
−0.71%
Information Ratio – 3 Years
—
0.13
Volatility – 1 Year
25.09%
22.91%
Volatility – 3 Years
—
17.96%
Beta – 1 Year
1.36
1.09
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.20
-0.11
Sharpe Ratio – 3 Years
—
0.38
Worst Rolling Year
—
3.87%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−18.22%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 48% · M 3% · S 35%
L 40% · M 26% · S 33%
Number of Stocks
13
35
Portfolio P/E
14.34
45.30
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%
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%