Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
Shriram Future GEMS
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.16%
2.93%
6 Months
−3.46%
1.59%
1 Year
−0.34%
25.48%
3 Years
—
—
5 Years
—
—
Since Inception
−3.49%
30.29%
Fund Age
14 mo
18 mo
AUM
₹116.7 Cr
₹0.8 Cr
Alpha – 1 Year
0.01%
25.83%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.33%
16.88%
Volatility – 3 Years
—
—
Beta – 1 Year
1.08
0.86
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.24
1.13
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.91%
−15.67%
Recovery Period
Not yet recovered
Not yet recovered
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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
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)
—
—