Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
Unifi Blended - Rangoli
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.16%
3.17%
6 Months
−3.46%
10.91%
1 Year
−0.34%
10.45%
3 Years
—
10.60%
5 Years
—
10.74%
Since Inception
−3.49%
18.07%
Fund Age
14 mo
9 yrs 2 mo
AUM
₹116.7 Cr
₹11,464.61 Cr
Alpha – 1 Year
0.01%
5.73%
Alpha – 3 Years
—
−1.49%
Information Ratio – 3 Years
—
-0.11
Volatility – 1 Year
17.33%
18.78%
Volatility – 3 Years
—
16.83%
Beta – 1 Year
1.08
1.04
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
-0.24
0.34
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
4.89%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−16.91%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 83% · M 6% · S 9%
L 24% · M 11% · S 66%
Number of Stocks
26
—
Portfolio P/E
24.23
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
—
Fixed Fee
1.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%