IFM Flexicap Growth Fund PMS: Returns, Portfolio & Fees

PMS · Equity · Flexi Cap

IFM Flexicap Growth Fund

Fund size₹18 Cr

IRRSince inception0.34%

1Y return7.86%

Fund age13 mo

Fund Manager

Iqbal Singh

Founder & MD, IFM

Founder & MD -IFMIA -Mr. Iqbal Singh, an entrepreneur with a rich experience of more than 24 years with leading Private & Foreign Banks and Financial Markets.In 2000-Founding team member of HDFC Bank’s Private banking Group.In 2003-Headed Investments & Insurance business in the Northern Region for CITIBANK.In 2004-Became an Entrepreneur and established Innovative Consultants.

Managing AUM₹153 Cr

Growth of₹Cr

IFM Flexicap Growth

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
IFM Flexicap Growth	5.80%	7.86%	—	—	—	0.34%
Nifty 500	−1.02%	4.72%	—	—	—	0.55%
Excess over benchmark	6.82%	3.14%	—	—	—	−0.21%

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

25.09%

Benchmark approx 15.87%

A standard deviation reflecting historical swings.

Sensitivity

1.36

Beta vs benchmark 1.00 · 36% more reactive

How strongly the scheme moves with the index.

Risk-reward

0.20

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −18.22%, and recovered on 17 Jun 2026.

Max drawdowns

−18.22%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−18.22%	–	17 Jun 2026	–
Benchmark	01 Sep 2025	30 Mar 2026	−14.69%	210 days	–	–

Scheme

Peak–

Trough–

Depth−18.22%

Fell over–

Recovered17 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

P/E ratio

14.34

P/B ratio

2.97

Dividend yield

1.07%

Avg market cap

₹2.00 L Cr

Median market cap

₹1.14 L Cr

Asset class

Equity

Market cap

Large cap48.21%

Mid cap2.93%

Small cap35.39%

Cash & others13.47%

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. Both cost the same at a 6.25% gross return.

FixedPlan A · Simple

Fixed Management Fee2.50% / yr

Performance FeeNone

Hurdle RateNot applicable

VariablePlan B · Shared upside

Fixed Management Fee1.25% / yr

Performance Fee20% of profit

Hurdle RateNot applicable

Lock-in: Nil.

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