Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
3.74%
6 Months
6.05%
1.17%
1 Year
15.36%
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
17.53%
16.58%
Fund Age
2 yrs 10 mo
4 yrs 5 mo
AUM
₹1.33 Cr
₹72.15 Cr
Alpha – 1 Year
15.71%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.48%
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
0.83
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.66
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−10.68%
−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
L 56% · M 10% · S 0%
—
Number of Stocks
7
—
Portfolio P/E
—
—
Top 5 Holdings
Motilal Oswal NASDAQ-100 ETF · 23.79%
ICICI Pru Nifty 100 Low Volatility 30 ETF · 19.45%
HDFC NIFTY200 Momentum 30 ETF · 18.81%
Nippon India ETF Nifty 50 BeES · 16.82%
ICICI Pru Gold ETF · 7.83%
—
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
—
Fixed Fee
0.75% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
0% / 0% / 0%