Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
Profusion Multi Strategy PMS
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.16%
0.32%
6 Months
−3.46%
4.47%
1 Year
−0.34%
−9.70%
3 Years
—
—
5 Years
—
—
Since Inception
−3.49%
13.40%
Fund Age
14 mo
2 yrs 8 mo
AUM
₹116.7 Cr
₹11.72 Cr
Alpha – 1 Year
0.01%
−4.20%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.33%
9.16%
Volatility – 3 Years
—
—
Beta – 1 Year
1.08
0.51
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.24
-1.67
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.91%
−14.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 83% · M 6% · S 9%
L 17% · M 21% · 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%
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Top Sectors
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Fixed Fee
1.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%