Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
Purnartha One Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.16%
−1.07%
6 Months
−3.46%
4.90%
1 Year
−0.34%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
−3.49%
8.35%
Fund Age
14 mo
2 yrs 11 mo
AUM
₹116.7 Cr
₹5.79 Cr
Alpha – 1 Year
0.01%
1.34%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.33%
14.87%
Volatility – 3 Years
—
11.97%
Beta – 1 Year
1.08
1.50
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.24
0.25
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.91%
−10.35%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 83% · M 6% · S 9%
L 23% · M 8% · S 15%
Number of Stocks
26
—
Portfolio P/E
24.23
20.01
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%
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
Top Sectors
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
—
Fixed Fee
1.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%