Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Xylem Maverick Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.96%
9.42%
6 Months
11.95%
52.78%
1 Year
7.86%
27.27%
3 Years
—
—
5 Years
—
—
Since Inception
0.34%
23.72%
Fund Age
13 mo
19 mo
AUM
₹18.23 Cr
₹71.55 Cr
Alpha – 1 Year
3.14%
22.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.09%
31.93%
Volatility – 3 Years
—
—
Beta – 1 Year
1.36
1.29
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.74
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.22%
−27.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 48% · M 3% · S 35%
S 96%
Number of Stocks
13
19
Portfolio P/E
14.34
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%