Affluense AI AFFLUENSE

IFM Largecap Fund

IFM Investment Advisors Private Limited
PMS Large Cap
Benchmark
Nifty 50 TRI
Inception Date
4 June 2025
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Our investment strategy focuses on acquiring equity in prominent, well-established companies possessing robust financial underpinnings, consistent profitability, and a dominant market position. This approach prioritizes safeguarding investor capital while actively pursuing wealth accumulation. We achieve this through diligent portfolio oversight, strategic allocation across various industry sectors, and a commitment to a prolonged investment horizon.

Investment Objective

The fund aims to generate sustained long-term capital growth by investing in a select group of equities drawn from the NIFTY 100 index. This approach focuses on achieving optimal risk-adjusted returns through a concentrated portfolio.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.31% -0.28% -1.03%
3 MONTHS 6.45% 6.33% 0.12%
6 MONTHS 2.03% 2.92% -0.89%
SINCE INCEPTION 3.10% 7.25% -4.15%

Calendar Year Performance

Year Return

Financial Year Performance

Year Return

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Iqbal Singh

Founder & MD

**Mr. Iqbal Singh** **Founder & Managing Director, IFMIA** Mr. Iqbal Singh, the Founder and Managing Director of IFMIA, brings over 24 years of extensive experience in the banking and financial markets sector. His career includes significant roles with prominent private and foreign financial institutions. In 2000, Mr. Singh was a foundational member of the Private Banking Group at HDFC Bank. Subsequently, in 2003, he assumed leadership of Investments and Insurance business for Citibank in the Northern Region. In 2004, he ventured into entrepreneurship, establishing Innovative Consultants.

Portfolio Details

Portfolio Composition

Large Cap
90.91%
Mid Cap
0.00%
Small Cap
5.10%
Cash & Equivalent
1.05%

Top 5 Holdings

  • HDFC Bank Ltd. 10.49%
  • ICICI Bank Ltd. 9.99%
  • Reliance Industries Ltd 9.15%
  • Bharti Airtel Ltd. 5.78%
  • State Bank Of India 5.77%

Top 5 Sectors

  • Financial Services 38.64%
  • Information Technology 9.31%
  • Oil, Gas & Consumable Fuels 9.15%
  • Automobile and Auto Components 8.49%
  • Telecommunication 5.78%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
41.18%
top 5 sectors percent
71.37%
average market cap
N/A
portfolio age
0 Yrs, 6 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 1.25%

Hurdle: 10%

Profit Sharing: 20%

Exit Load

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)