Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.16%
0.97%
6 Months
−3.46%
6.33%
1 Year
−0.34%
−0.99%
3 Years
—
6.26%
5 Years
—
6.47%
Since Inception
−3.49%
5.18%
Fund Age
14 mo
19 yrs 5 mo
AUM
₹116.7 Cr
₹95.89 Cr
Alpha – 1 Year
0.01%
2.51%
Alpha – 3 Years
—
−2.73%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
17.33%
20.93%
Volatility – 3 Years
—
17.77%
Beta – 1 Year
1.08
1.14
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-0.24
-0.20
Sharpe Ratio – 3 Years
—
0.23
Worst Rolling Year
—
-21.50%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
−16.91%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
74.63%
Median Rolling Year
—
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
L 83% · M 6% · S 9%
L 77% · M 12% · S 11%
Number of Stocks
26
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
1.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%