Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.16%
1.81%
6 Months
−3.46%
1.04%
1 Year
−0.34%
0.26%
3 Years
—
5.24%
5 Years
—
—
Since Inception
−3.49%
8.72%
Fund Age
14 mo
4 yrs 3 mo
AUM
₹116.7 Cr
₹53.49 Cr
Alpha – 1 Year
0.01%
0.69%
Alpha – 3 Years
—
−3.33%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.33%
17.93%
Volatility – 3 Years
—
23.60%
Beta – 1 Year
1.08
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.24
0.06
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.91%
−13.25%
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%
—
Number of Stocks
26
—
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%
—
Top Sectors
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
—
Fixed Fee
1.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—