Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
WhiteOak Capital Research Select Equity
Return for the risk
1 yr return
-5%
0%
5%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.16%
2.78%
6 Months
−3.46%
1.92%
1 Year
−0.34%
0.43%
3 Years
—
—
5 Years
—
—
Since Inception
−3.49%
6.17%
Fund Age
14 mo
2 yrs 2 mo
AUM
₹116.7 Cr
₹22.98 Cr
Alpha – 1 Year
0.01%
−2.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.33%
16.90%
Volatility – 3 Years
—
—
Beta – 1 Year
1.08
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.24
-0.22
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.91%
−16.17%
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 61% · M 14% · S 21%
Number of Stocks
26
41
Portfolio P/E
24.23
31.26
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%
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
1.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%