Know Your PMS · Monthly tearsheet
IFM LARGE CAP FUND
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202615 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
-9.55%
Total return
-11.79%
Max drawdown
-16.84%
Sharpe
-0.52
Sortino
-0.55
Calmar
-0.57
Win months
40.00%
Best / worst month
7.7% / -12.3%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -3.22% | -0.67% | -12.35% | 7.71% | -1.65% | 2.69% | 1.42% | -0.16% | -6.86% | – | – | – | -13.55% |
2025 | – | – | – | – | – | – | -2.90% | -2.15% | 0.88% | 5.92% | 1.84% | -1.31% | 2.04% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 16.84% | 10 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 4.99% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
4 mo
Ann. volatility
16.20%
Downside deviation
17.43%