Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
Tcg India Investment Opportunities Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.16%
4.64%
6 Months
−3.46%
20.32%
1 Year
−0.34%
29.93%
3 Years
—
—
5 Years
—
—
Since Inception
−3.49%
15.24%
Fund Age
14 mo
1 yr 9 mo
AUM
₹116.7 Cr
₹3.17 Cr
Alpha – 1 Year
0.01%
25.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.33%
24.54%
Volatility – 3 Years
—
—
Beta – 1 Year
1.08
1.19
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.24
0.97
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.91%
−12.48%
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%
L 28% · M 19% · S 50%
Number of Stocks
26
36
Portfolio P/E
24.23
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
1.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –