Portfolio Management Services (PMS)Compare Schemes
Equentis Multi-Cap Portfolio vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Equentis Multi-Cap Portfolio
IFM Largecap Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.89%
−0.16%
6 Months
6.49%
−3.46%
1 Year
7.74%
−0.34%
3 Years
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—
5 Years
—
—
Since Inception
3.50%
−3.49%
Fund Age
18 mo
14 mo
AUM
₹90.44 Cr
₹116.7 Cr
Alpha – 1 Year
8.09%
0.01%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.04%
17.33%
Volatility – 3 Years
—
—
Beta – 1 Year
0.97
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.21
-0.24
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.86%
−16.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 40% · M 23% · S 27%
L 83% · M 6% · S 9%
Number of Stocks
110
26
Portfolio P/E
36.94
24.23
Top 5 Holdings
Cash & Cash Equivalent · 7.82%
State Bank of India · 3.75%
ICICI Bank Ltd · 3.24%
SBI Funds Management Ltd · 3.19%
Nippon India ETF Nifty PSU Bank BeES · 3.14%
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 · 32.15%
Healthcare · 9.55%
Consumer Services · 8.50%
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.25% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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