Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.16%
4.52%
6 Months
−3.46%
24.02%
1 Year
−0.34%
36.06%
3 Years
—
24.43%
5 Years
—
16.10%
Since Inception
−3.49%
15.98%
Fund Age
14 mo
14 yrs 10 mo
AUM
₹116.7 Cr
₹214.08 Cr
Alpha – 1 Year
0.01%
31.34%
Alpha – 3 Years
—
12.34%
Information Ratio – 3 Years
—
1.07
Volatility – 1 Year
17.33%
26.85%
Volatility – 3 Years
—
19.70%
Beta – 1 Year
1.08
1.34
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
-0.24
1.08
Sharpe Ratio – 3 Years
—
0.96
Worst Rolling Year
—
-9.81%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−16.91%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
—
90.43%
Median Rolling Year
—
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 83% · M 6% · S 9%
L 40% · M 33% · S 24%
Number of Stocks
26
31
Portfolio P/E
24.23
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
1.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%