Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.16%
11.42%
6 Months
−3.46%
35.03%
1 Year
−0.34%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
−3.49%
19.33%
Fund Age
14 mo
6 yrs 10 mo
AUM
₹116.7 Cr
₹2,975 Cr
Alpha – 1 Year
0.01%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
17.33%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
1.08
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
-0.24
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−16.91%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 83% · M 6% · S 9%
—
Number of Stocks
26
14
Portfolio P/E
24.23
25.70
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%
—
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%