Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alphagen vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Accuracap - Alphagen
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.83%
3.74%
6 Months
10.15%
1.17%
1 Year
12.93%
15.87%
3 Years
12.10%
19.02%
5 Years
10.60%
—
Since Inception
13.10%
16.58%
Fund Age
10 yrs 8 mo
4 yrs 5 mo
AUM
₹49.28 Cr
₹72.15 Cr
Alpha – 1 Year
8.21%
8.33%
Alpha – 3 Years
0.00%
7.76%
Information Ratio – 3 Years
0.10
—
Volatility – 1 Year
16.76%
18.13%
Volatility – 3 Years
17.14%
18.07%
Beta – 1 Year
0.93
1.41
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.49
0.61
Sharpe Ratio – 3 Years
0.45
0.77
Worst Rolling Year
-3.09%
15.14%
Value at Worst Rolling Year
₹0.97 Cr
₹1.15 Cr
Deepest Drawdown
−23.63%
−22.14%
Recovery Period
549 days
301 days
1-Year Rolling Windows Positive
93.47%
100.00%
Median Rolling Year
15.06%
21.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 21% · S 22%
—
Number of Stocks
82
—
Portfolio P/E
—
—
Top 5 Holdings
Hitachi Energy India Ltd · 4.44%
TVS Motor Company Ltd · 4.17%
Apollo Hospitals Enterprise Ltd · 3.97%
Hindalco Industries Ltd · 3.96%
Polycab India Ltd · 3.91%
—
Top Sectors
Financial Services · 21.09%
Capital Goods · 18.89%
Fast Moving Consumer Goods · 11.90%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%