Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
KEDIA - Multi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.16%
2.23%
6 Months
−3.46%
7.97%
1 Year
−0.34%
6.21%
3 Years
—
12.78%
5 Years
—
14.19%
Since Inception
−3.49%
16.41%
Fund Age
14 mo
7 yrs 3 mo
AUM
₹116.7 Cr
₹115.97 Cr
Alpha – 1 Year
0.01%
1.49%
Alpha – 3 Years
—
0.69%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
17.33%
15.75%
Volatility – 3 Years
—
15.69%
Beta – 1 Year
1.08
0.82
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
-0.24
0.12
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
11.84%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−16.91%
−23.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 83% · M 6% · S 9%
—
Number of Stocks
26
35
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
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%