Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
Incred Active Momentum Strategy
Return for the risk
1 yr return
-5%
0%
5%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.16%
2.70%
6 Months
−3.46%
4.80%
1 Year
−0.34%
0.40%
3 Years
—
—
5 Years
—
—
Since Inception
−3.49%
2.40%
Fund Age
14 mo
17 mo
AUM
₹116.7 Cr
₹16.3 Cr
Alpha – 1 Year
0.01%
−2.60%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.33%
17.55%
Volatility – 3 Years
—
—
Beta – 1 Year
1.08
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.24
-0.19
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.91%
−14.81%
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%
L 61% · M 36%
Number of Stocks
26
25
Portfolio P/E
24.23
33.22
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%
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
1.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—