Portfolio Management Services (PMS)Compare Schemes
IFM Largecap Fund vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
IFM Largecap 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
−0.16%
2.77%
6 Months
−3.46%
8.02%
1 Year
−0.34%
5.50%
3 Years
—
7.60%
5 Years
—
9.19%
Since Inception
−3.49%
14.35%
Fund Age
14 mo
5 yrs 9 mo
AUM
₹116.7 Cr
₹11.85 Cr
Alpha – 1 Year
0.01%
0.78%
Alpha – 3 Years
—
−4.49%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
17.33%
20.18%
Volatility – 3 Years
—
17.74%
Beta – 1 Year
1.08
1.11
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
-0.24
0.10
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
7.60%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−16.91%
−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 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%
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 · 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%