Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
IFM Largecap Fund
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.16%
2.64%
6 Months
−3.46%
5.29%
1 Year
−0.34%
2.64%
3 Years
—
8.64%
5 Years
—
—
Since Inception
−3.49%
12.31%
Fund Age
14 mo
3 yrs 11 mo
AUM
₹116.7 Cr
₹56.94 Cr
Alpha – 1 Year
0.01%
−2.08%
Alpha – 3 Years
—
−3.45%
Information Ratio – 3 Years
—
-0.33
Volatility – 1 Year
17.33%
19.56%
Volatility – 3 Years
—
17.76%
Beta – 1 Year
1.08
1.08
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
-0.24
-0.05
Sharpe Ratio – 3 Years
—
0.31
Worst Rolling Year
—
8.64%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−16.91%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.83%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 83% · M 6% · S 9%
—
Number of Stocks
26
—
Portfolio P/E
24.23
—
Top 5 Holdings
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
—
Fixed Fee
1.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%