- Manager
- Ifm Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Ifm Large Cap Fund
−7.98%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Ifm Investment Advisors’ Ifm Large Cap Fund returned −7.98% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹96.88 crore across its clients.
Key numbers
- AUM
- ₹96.88 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.61×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −6.86% | −6.03% | −0.83% |
| 3 months | −5.69% | −4.91% | −0.78% |
| 6 months | +2.60% | +2.13% | +0.47% |
| 1 year | −7.98% | −7.09% | −0.89% |
| Since inception | −8.32% | −4.77% | −3.55% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity96.27%₹93.27 Cr
- Mutual funds3.38%₹3.27 Cr
- Cash and other0.35%₹0.34 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹5.83 Cr
- Net, Sep 2026
- −₹5.83 Cr
- Net, FY to date
- −₹14.88 Cr
- Turnover, month
- 0.15×
- Turnover, past year
- 0.61×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Ifm Large Cap Fund returned?
−7.98% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.86%; 3 months: −5.69%; 6 months: 2.60%; 1 year: −7.98%; Since inception: −8.32%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 0.89 percentage points behind.
How much does Ifm Large Cap Fund manage?
₹96.88 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Ifm Large Cap Fund?
Ifm Investment Advisors, a SEBI-registered portfolio manager (INP000009436), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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