Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
Prosperity - Discovery Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.16%
4.17%
6 Months
−3.46%
20.15%
1 Year
−0.34%
7.22%
3 Years
—
9.88%
5 Years
—
10.18%
Since Inception
−3.49%
17.47%
Fund Age
14 mo
5 yrs 8 mo
AUM
₹116.7 Cr
₹112.12 Cr
Alpha – 1 Year
0.01%
2.50%
Alpha – 3 Years
—
−2.21%
Information Ratio – 3 Years
—
-0.17
Volatility – 1 Year
17.33%
30.34%
Volatility – 3 Years
—
23.32%
Beta – 1 Year
1.08
1.54
Beta – 3 Years
—
1.29
Sharpe Ratio – 1 Year
-0.24
0.19
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
8.52%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−16.91%
−32.53%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 83% · M 6% · S 9%
M 39% · S 59%
Number of Stocks
26
28
Portfolio P/E
24.23
38.78
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
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%