Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
25%
30%
35%
40%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.16%
4.05%
6 Months
−3.46%
6.73%
1 Year
−0.34%
−2.26%
3 Years
—
32.06%
5 Years
—
—
Since Inception
−3.49%
37.04%
Fund Age
14 mo
3 yrs
AUM
₹116.7 Cr
₹174.65 Cr
Alpha – 1 Year
0.01%
−5.24%
Alpha – 3 Years
—
20.17%
Information Ratio – 3 Years
—
0.81
Volatility – 1 Year
17.33%
26.32%
Volatility – 3 Years
—
22.60%
Beta – 1 Year
1.08
1.14
Beta – 3 Years
—
0.69
Sharpe Ratio – 1 Year
-0.24
-0.17
Sharpe Ratio – 3 Years
—
1.11
Worst Rolling Year
—
32.07%
Value at Worst Rolling Year
—
₹1.32 Cr
Deepest Drawdown
−16.91%
−30.55%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.22%
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
1.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%