Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
IFM Flexicap 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
1.96%
3.74%
6 Months
11.95%
1.17%
1 Year
7.86%
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
0.34%
16.58%
Fund Age
13 mo
4 yrs 5 mo
AUM
₹18.23 Cr
₹72.15 Cr
Alpha – 1 Year
3.14%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.09%
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
1.36
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−18.22%
−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 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%
—
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%