IFM Largecap Fund PMS: Returns, Portfolio & Fees

PMS · Equity · Large Cap

IFM Largecap Fund

Fund size₹117 Cr

IRRSince inception-3.49%

1Y return-0.34%

Fund age14 mo

Fund Manager

Iqbal Singh

Founder & MD, IFM

Founder & MD -IFMIA -Mr. Iqbal Singh, an entrepreneur with a rich experience of more than 24 years with leading Private & Foreign Banks and Financial Markets.In 2000-Founding team member of HDFC Bank’s Private banking Group.In 2003-Headed Investments & Insurance business in the Northern Region for CITIBANK.In 2004-Became an Entrepreneur and established Innovative Consultants.

Managing AUM₹153 Cr

Growth of₹Cr

IFM Largecap

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
IFM Largecap	−7.45%	−0.34%	—	—	—	−3.49%
NIFTY 50 TRI	−7.00%	−0.35%	—	—	—	−0.21%
Excess over benchmark	−0.45%	0.01%	—	—	—	−3.28%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.

Risk : What you take on to earn the return

Volatility

17.33%

Benchmark approx 14.53%

A standard deviation reflecting historical swings.

Sensitivity

1.08

Beta vs benchmark 1.00 · 8% more reactive

How strongly the scheme moves with the index.

Risk-reward

−0.24

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −16.91%. It has not yet recovered.

Max drawdowns

−16.91%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−16.91%	–	–	–
Benchmark	01 Sep 2025	30 Mar 2026	−15.08%	210 days	–	–

Scheme

Peak–

Trough–

Depth−16.91%

Fell over–

Recovered–

Recovery took–

Benchmark

Peak01 Sep 2025

Trough30 Mar 2026

Depth−15.08%

Fell over210 days

Recovered–

Recovery took–

The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026

Portfolio Details : Where the money actually sits

Stocks

P/E ratio

24.23

P/B ratio

3.38

Dividend yield

0.64%

Avg market cap

₹6.10 L Cr

Median market cap

₹2.66 L Cr

Asset class

Equity

Market cap

Large cap82.92%

Mid cap6.09%

Small cap8.67%

Cash & others2.32%

As on 31 Aug 2026

Fees

A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.

FixedPlan A · Simple

Fixed Management Fee1.25% / yr

Performance FeeNone

Hurdle RateNot applicable

VariablePlan B · Performance Linked

Fixed Management FeeNone

Performance Fee20% of profit

Hurdle RateAbove 10%

Lock-in: Nil.

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