Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.16%
1.47%
6 Months
−3.46%
5.42%
1 Year
−0.34%
9.64%
3 Years
—
10.36%
5 Years
—
7.75%
Since Inception
−3.49%
11.08%
Fund Age
14 mo
9 yrs 11 mo
AUM
₹116.7 Cr
₹66.05 Cr
Alpha – 1 Year
0.01%
9.99%
Alpha – 3 Years
—
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
17.33%
17.05%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
1.08
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.24
0.31
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−16.91%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
—
99.96%
Median Rolling Year
—
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 83% · M 6% · S 9%
L 84% · M 12%
Number of Stocks
26
23
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
—
Fixed Fee
1.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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