Affluense AI AFFLUENSE

IFM Flexicap Growth Fund

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

Investment Strategy

Investment Approach

Our investment strategy encompasses a diversified approach across market capitalizations, including large-cap, mid-cap, and small-cap segments. This strategy is dynamically adjusted in response to prevailing market conditions. We integrate growth, value, and opportunistic investment styles to optimize risk-adjusted returns. Portfolio allocations will be flexibly determined, taking into consideration macroeconomic indicators, prevailing sectoral trends, and fundamental stock-specific analysis.

Investment Objective

The fund's investment strategy is focused on constructing a concentrated portfolio of equities selected from the NIFTY 500 index. The primary aim is to generate superior risk-adjusted returns, thereby pursuing long-term capital appreciation.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.67% -0.24% -0.43%
3 MONTHS 3.90% 5.02% -1.12%
SINCE INCEPTION -4.72% 2.16% -6.88%

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
3.94%
Mid Cap
59.15%
Small Cap
20.12%
Cash & Equivalent
16.79%

Top 5 Holdings

  • Cash & Cash Equivalents 16.79%
  • Anand Rathi Wealth Limited 5.46%
  • Karur Vysya Bank Ltd. 5.41%
  • Manappuram Finance Limited 5.27%
  • Persistent Systems Limited 5.18%

Top 5 Sectors

  • Financial Services 37.11%
  • Information Technology 9.33%
  • Chemicals 8.93%
  • Fast Moving Consumer Goods 7.30%
  • Capital Goods 6.43%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
38.11%
top 5 sectors percent
69.10%
average market cap
N/A
portfolio age
0 Yrs, 5 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.25%

Hurdle: %

Profit Sharing: 20%

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)