Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.16%
3.44%
6 Months
−3.46%
14.84%
1 Year
−0.34%
−4.03%
3 Years
—
5.65%
5 Years
—
—
Since Inception
−3.49%
11.22%
Fund Age
14 mo
3 yrs 7 mo
AUM
₹116.7 Cr
₹83.14 Cr
Alpha – 1 Year
0.01%
−3.68%
Alpha – 3 Years
—
−3.35%
Information Ratio – 3 Years
—
-0.26
Volatility – 1 Year
17.33%
22.60%
Volatility – 3 Years
—
18.97%
Beta – 1 Year
1.08
1.04
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
-0.24
-0.31
Sharpe Ratio – 3 Years
—
0.11
Worst Rolling Year
—
4.98%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−16.91%
−33.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.75%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 83% · M 6% · S 9%
L 9% · M 28% · S 60%
Number of Stocks
26
27
Portfolio P/E
24.23
28.70
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%
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Fixed Fee
1.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%