Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
Wallfort-Avenue Fund
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.16%
3.79%
6 Months
−3.46%
18.76%
1 Year
−0.34%
31.67%
3 Years
—
24.57%
5 Years
—
—
Since Inception
−3.49%
26.31%
Fund Age
14 mo
2 yrs 4 mo
AUM
₹116.7 Cr
₹160.31 Cr
Alpha – 1 Year
0.01%
26.95%
Alpha – 3 Years
—
12.48%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.33%
17.93%
Volatility – 3 Years
—
20.59%
Beta – 1 Year
1.08
0.80
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.24
1.34
Sharpe Ratio – 3 Years
—
1.78
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.91%
−12.22%
Recovery Period
Not yet recovered
69 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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%