Portfolio Management Services (PMS)Compare Schemes
Dezerv Strategic Holdings in Natural Elements (SHINE) vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Dezerv Strategic Holdings in Natural Elements (SHINE)
IFM Largecap Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 7.5%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
8.74%
−0.16%
6 Months
−3.23%
−3.46%
1 Year
54.66%
−0.34%
3 Years
—
—
5 Years
—
—
Since Inception
46.32%
−3.49%
Fund Age
18 mo
14 mo
AUM
₹186.08 Cr
₹116.7 Cr
Alpha – 1 Year
47.12%
0.01%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
17.33%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.24
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−16.91%
Recovery Period
—
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
1.00% / yr
1.25% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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