Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORALPHA PMS vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORALPHA PMS
IFM Largecap Fund
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
Nifty 500 · 4.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−3.15%
−0.16%
6 Months
−3.43%
−3.46%
1 Year
−2.53%
−0.34%
3 Years
—
—
5 Years
—
—
Since Inception
−8.11%
−3.49%
Fund Age
1 yr 10 mo
14 mo
AUM
₹21.08 Cr
₹116.7 Cr
Alpha – 1 Year
−7.25%
0.01%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
13.73%
17.33%
Volatility – 3 Years
—
—
Beta – 1 Year
0.74
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.50
-0.24
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.00%
−16.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 83% · M 6% · S 9%
Number of Stocks
—
26
Portfolio P/E
—
24.23
Top 5 Holdings
—
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
—
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.00% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
—