Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
IFM Largecap Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.16%
12.27%
6 Months
−3.46%
−1.13%
1 Year
−0.34%
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
−3.49%
13.07%
Fund Age
14 mo
15 yrs 3 mo
AUM
₹116.7 Cr
—
Alpha – 1 Year
0.01%
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
17.33%
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
1.08
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
-0.24
0.15
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−16.91%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 83% · M 6% · S 9%
L 73% · M 20% · S 7%
Number of Stocks
26
23
Portfolio P/E
24.23
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
1.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1.5% / 1% / 0.5%