Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs JM-Apex
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
JM-Apex
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.16%
5.10%
6 Months
−3.46%
17.39%
1 Year
−0.34%
20.93%
3 Years
—
17.01%
5 Years
—
—
Since Inception
−3.49%
19.54%
Fund Age
14 mo
3 yrs 6 mo
AUM
₹116.7 Cr
₹615.02 Cr
Alpha – 1 Year
0.01%
16.21%
Alpha – 3 Years
—
4.92%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.33%
19.36%
Volatility – 3 Years
—
18.51%
Beta – 1 Year
1.08
1.01
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.24
0.81
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.91%
−14.79%
Recovery Period
Not yet recovered
45 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
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%
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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)
—
3% / 2% / 0%