PMS · Equity · Flexi Cap
IFM Alphaedge Growth Fund
Fund size₹19 Cr
IRRSince inception2.83%
1Y return8.20%
Fund age14 mo
Fund Manager
Growth of₹Cr
IFM Alphaedge Growth
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| IFM Alphaedge Growth | 4.96% | 8.20% | — | — | — | 2.83% |
| Nifty 500 | −1.02% | 4.72% | — | — | — | 3.05% |
| Excess over benchmark | 5.98% | 3.48% | — | — | — | −0.22% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
18.53%
Benchmark approx 15.88%
A standard deviation reflecting historical swings.
Sensitivity
1.05
Beta vs benchmark 1.00 · 5% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.23
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −14.67%, and recovered on 22 Jun 2026.
Max drawdowns
−14.67%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −14.67% | – | 22 Jun 2026 | – |
| Benchmark | 01 Sep 2025 | 30 Mar 2026 | −14.69% | 210 days | – | – |
Scheme
Peak–
Trough–
Depth−14.67%
Fell over–
Recovered22 Jun 2026
Recovery took–
Benchmark
Peak01 Sep 2025
Trough30 Mar 2026
Depth−14.69%
Fell over210 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
15
P/B ratio
8.51
Avg market cap
₹315 Cr
Median market cap
₹2,890 Cr
Asset class
Equity
Market cap
Large cap46.72%
Mid cap17.63%
Small cap29.05%
Cash & others6.60%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · SimpleFixed Management Fee0.75% / yr
Performance FeeNone
Hurdle RateNot applicable
PerformancePlan B · SimpleFixed Management Fee20.00% / yr
Performance FeeNone
Hurdle RateNot applicable
Lock-in: Nil.
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