Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
IFM Largecap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
−0.16%
6 Months
26.95%
−3.46%
1 Year
13.12%
−0.34%
3 Years
17.80%
—
5 Years
15.04%
—
Since Inception
22.70%
−3.49%
Fund Age
8 yrs
14 mo
AUM
₹357.26 Cr
₹116.7 Cr
Alpha – 1 Year
10.14%
0.01%
Alpha – 3 Years
5.90%
—
Information Ratio – 3 Years
0.31
—
Volatility – 1 Year
32.38%
17.33%
Volatility – 3 Years
25.45%
—
Beta – 1 Year
1.68
1.08
Beta – 3 Years
1.37
—
Sharpe Ratio – 1 Year
0.36
-0.24
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
11.19%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−26.50%
−16.91%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
27.28%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
L 83% · M 6% · S 9%
Number of Stocks
42
26
Portfolio P/E
42.01
24.23
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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 · 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)
0% / 0% / 0%
—