Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
3.74%
6 Months
10.60%
1.17%
1 Year
2.51%
15.87%
3 Years
7.68%
19.02%
5 Years
9.38%
—
Since Inception
10.51%
16.58%
Fund Age
9 yrs 6 mo
4 yrs 5 mo
AUM
₹804.15 Cr
₹72.15 Cr
Alpha – 1 Year
2.94%
8.33%
Alpha – 3 Years
−0.89%
7.76%
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
21.76%
18.13%
Volatility – 3 Years
17.30%
18.07%
Beta – 1 Year
1.23
1.41
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
-0.04
0.61
Sharpe Ratio – 3 Years
0.20
0.77
Worst Rolling Year
-3.22%
15.14%
Value at Worst Rolling Year
₹0.97 Cr
₹1.15 Cr
Deepest Drawdown
−26.72%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
21.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 6% · S 61%
—
Number of Stocks
42
—
Portfolio P/E
35.23
—
Top 5 Holdings
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
—
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%