Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
3.74%
6 Months
5.63%
1.17%
1 Year
10.47%
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
6.92%
16.58%
Fund Age
1 yr 10 mo
4 yrs 5 mo
AUM
₹64.41 Cr
₹72.15 Cr
Alpha – 1 Year
5.75%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.22%
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
0.92
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.36
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−11.60%
−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 33% · M 60% · S 3%
—
Number of Stocks
35
—
Portfolio P/E
35.94
—
Top 5 Holdings
BSE Ltd · 4.95%
Multi Commodity Exchange of India Ltd · 4.44%
Oracle Financial Services Software Ltd · 4.41%
Coforge Ltd · 3.67%
NLC India Ltd · 3.63%
—
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
—
Fixed Fee
—
2.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%