Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
−0.16%
6 Months
24.60%
−3.46%
1 Year
7.56%
−0.34%
3 Years
20.98%
—
5 Years
—
—
Since Inception
24.10%
−3.49%
Fund Age
4 yrs 4 mo
14 mo
AUM
₹3.89 Cr
₹116.7 Cr
Alpha – 1 Year
4.58%
0.01%
Alpha – 3 Years
9.08%
—
Information Ratio – 3 Years
0.07
—
Volatility – 1 Year
32.74%
17.33%
Volatility – 3 Years
27.24%
—
Beta – 1 Year
1.49
1.08
Beta – 3 Years
1.30
—
Sharpe Ratio – 1 Year
0.20
-0.24
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
17.91%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−34.40%
−16.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.17%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 83% · M 6% · S 9%
Number of Stocks
27
26
Portfolio P/E
52.77
24.23
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%
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