Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
2.77%
6 Months
11.95%
8.02%
1 Year
7.86%
5.50%
3 Years
—
7.60%
5 Years
—
9.19%
Since Inception
0.34%
14.35%
Fund Age
13 mo
5 yrs 9 mo
AUM
₹18.23 Cr
₹11.85 Cr
Alpha – 1 Year
3.14%
0.78%
Alpha – 3 Years
—
−4.49%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
25.09%
20.18%
Volatility – 3 Years
—
17.74%
Beta – 1 Year
1.36
1.11
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.20
0.10
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
7.60%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−18.22%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 48% · M 3% · S 35%
—
Number of Stocks
13
—
Portfolio P/E
14.34
—
Top 5 Holdings
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%