Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
Purnartha Vision Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.16%
5.60%
6 Months
−3.46%
9.69%
1 Year
−0.34%
14.36%
3 Years
—
13.50%
5 Years
—
8.53%
Since Inception
−3.49%
11.34%
Fund Age
14 mo
5 yrs 5 mo
AUM
₹116.7 Cr
₹190.75 Cr
Alpha – 1 Year
0.01%
9.64%
Alpha – 3 Years
—
1.41%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
17.33%
24.59%
Volatility – 3 Years
—
18.73%
Beta – 1 Year
1.08
1.16
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
-0.24
0.44
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
8.91%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−16.91%
−18.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 83% · M 6% · S 9%
L 16% · M 12% · S 39%
Number of Stocks
26
—
Portfolio P/E
24.23
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables 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%