Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.50%
3.74%
6 Months
10.26%
1.17%
1 Year
20.10%
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
21.53%
16.58%
Fund Age
18 mo
4 yrs 5 mo
AUM
₹79.16 Cr
₹72.15 Cr
Alpha – 1 Year
17.12%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.38%
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
0.85
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−14.77%
−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 8% · M 7% · S 61%
—
Number of Stocks
66
—
Portfolio P/E
52.54
—
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
—
Top Sectors
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
—
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%