- Manager
- Ifm Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Ifm Alphaedge Growth Fund
+3.07%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Ifm Investment Advisors’ Ifm Alphaedge Growth Fund returned 3.07% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹21.40 crore across its clients.
Key numbers
- AUM
- ₹21.40 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.17×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.87% | −5.57% | +0.70% |
| 3 months | −1.63% | −3.59% | +1.96% |
| 6 months | +15.20% | +8.07% | +7.13% |
| 1 year | +3.07% | −2.33% | +5.40% |
| Since inception | −1.15% | −1.50% | +0.35% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Mutual funds97.15%₹20.79 Cr
- Cash and other2.85%₹0.61 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹1 Cr
- Net, FY to date
- ₹6.76 Cr
- Turnover, month
- 0.16×
- Turnover, past year
- 1.17×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Ifm Alphaedge Growth Fund returned?
3.07% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.87%; 3 months: −1.63%; 6 months: 15.20%; 1 year: 3.07%; Since inception: −1.15%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 5.40 percentage points ahead.
How much does Ifm Alphaedge Growth Fund manage?
₹21.40 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Ifm Alphaedge Growth Fund?
Ifm Investment Advisors, a SEBI-registered portfolio manager (INP000009436), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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