Affluense AI AFFLUENSE

IFM AlphaEdge Growth Fund

IFM Investment Advisors Private Limited
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
5 June 2025
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

We employ a strategy of investing in equity-oriented mutual funds across diverse categories. Fund selection is guided by a rigorous evaluation process, which considers factors such as consistent historical performance, superior risk-adjusted returns, appropriate valuation, and a comprehensive array of other pertinent mutual fund selection criteria.

Investment Objective

The investment strategy aims for sustained capital growth through allocation in a range of equity-focused mutual funds and Exchange Traded Funds, spanning various market capitalization segments.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.07% -0.24% -0.83%
3 MONTHS 3.00% 5.02% -2.02%
6 MONTHS -2.54% 1.63% -4.17%
SINCE INCEPTION -1.58% 5.40% -6.98%

Calendar Year Performance

Year Return

Financial Year Performance

Year Return

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Iqbal Singh

Founder & MD

**Mr. Iqbal Singh** **Founder & Managing Director, IFMIA** Mr. Iqbal Singh, the Founder and Managing Director of IFMIA, brings over 24 years of extensive experience in the banking and financial markets sector. His career includes significant roles with prominent private and foreign financial institutions. In 2000, Mr. Singh was a foundational member of the Private Banking Group at HDFC Bank. Subsequently, in 2003, he assumed leadership of Investments and Insurance business for Citibank in the Northern Region. In 2004, he ventured into entrepreneurship, establishing Innovative Consultants.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
0 Yrs, 6 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 0.75%

Hurdle: No Option

Profit Sharing: 10-20% of the annual profit based on capital contribution.

Exit Load

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)