Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
3.74%
6 Months
10.53%
1.17%
1 Year
15.92%
15.87%
3 Years
22.93%
19.02%
5 Years
18.33%
—
Since Inception
17.15%
16.58%
Fund Age
16 yrs 10 mo
4 yrs 5 mo
AUM
₹767.31 Cr
₹72.15 Cr
Alpha – 1 Year
11.20%
8.33%
Alpha – 3 Years
10.84%
7.76%
Information Ratio – 3 Years
1.21
—
Volatility – 1 Year
20.11%
18.13%
Volatility – 3 Years
18.00%
18.07%
Beta – 1 Year
1.06
1.41
Beta – 3 Years
1.03
—
Sharpe Ratio – 1 Year
0.57
0.61
Sharpe Ratio – 3 Years
0.95
0.77
Worst Rolling Year
-14.86%
15.14%
Value at Worst Rolling Year
₹0.85 Cr
₹1.15 Cr
Deepest Drawdown
−20.27%
−22.14%
Recovery Period
94 days
301 days
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
21.99%
5-Year Rolling Windows Positive
97.90%
—
Market-Cap Mix
L 23% · M 38% · S 34%
—
Number of Stocks
41
—
Portfolio P/E
36.67
—
Top 5 Holdings
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
—
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
—
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%