Portfolio Management Services (PMS)Compare Schemes
ASK - ISP vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
ASK - ISP
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.48%
3.74%
6 Months
−4.44%
1.17%
1 Year
−4.32%
15.87%
3 Years
3.67%
19.02%
5 Years
4.35%
—
Since Inception
13.19%
16.58%
Fund Age
16 yrs 6 mo
4 yrs 5 mo
AUM
₹953.19 Cr
₹72.15 Cr
Alpha – 1 Year
−7.30%
8.33%
Alpha – 3 Years
−8.21%
7.76%
Information Ratio – 3 Years
-1.44
—
Volatility – 1 Year
16.93%
18.13%
Volatility – 3 Years
16.57%
18.07%
Beta – 1 Year
0.95
1.41
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
-0.50
0.61
Sharpe Ratio – 3 Years
-0.03
0.77
Worst Rolling Year
-3.66%
15.14%
Value at Worst Rolling Year
₹0.96 Cr
₹1.15 Cr
Deepest Drawdown
−24.45%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
98.35%
100.00%
Median Rolling Year
12.64%
21.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 23% · S 20%
—
Number of Stocks
21
—
Portfolio P/E
34.55
—
Top 5 Holdings
HDFC Bank Ltd · 9.51%
Eternal Ltd · 7.16%
CreditAccess Grameen Ltd · 6.97%
Kotak Mahindra Bank Ltd · 6.20%
Torrent Power Ltd · 5.63%
—
Top Sectors
Financial Services · 33.89%
Consumer Services · 12.45%
Automobile and Auto Components · 7.01%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%