Portfolio Management Services (PMS)Compare Schemes
Ionic Allocate Portfolio - Equity vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Ionic Allocate Portfolio - Equity
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.81%
3.74%
6 Months
3.41%
1.17%
1 Year
8.90%
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
10.39%
16.58%
Fund Age
16 mo
4 yrs 5 mo
AUM
₹54.76 Cr
₹72.15 Cr
Alpha – 1 Year
9.33%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
14.74%
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
0.82
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.28
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−10.47%
−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
—
—
Number of Stocks
28
—
Portfolio P/E
—
—
Top 5 Holdings
Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 12.76%
AXIS Greater China Equity Fund Of Fund - Dir (G) · 12.48%
WhiteOak Capital Flexi Cap Fund - Direct (G) · 8.43%
Parag Parikh Flexi Cap Fund - Direct (G) · 8.31%
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.99%
—
Top Sectors
—
—
Fixed Fee
1.30% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%