Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
3.74%
6 Months
7.54%
1.17%
1 Year
8.20%
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
2.83%
16.58%
Fund Age
14 mo
4 yrs 5 mo
AUM
₹18.5 Cr
₹72.15 Cr
Alpha – 1 Year
3.48%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.53%
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
1.05
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.23
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−14.67%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.99%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 47% · M 18% · S 29%
—
Number of Stocks
15
—
Portfolio P/E
—
—
Top 5 Holdings
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
—
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
—
Fixed Fee
0.75% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%