Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
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
3.35%
3.74%
6 Months
3.75%
1.17%
1 Year
−5.76%
15.87%
3 Years
3.98%
19.02%
5 Years
6.05%
—
Since Inception
9.94%
16.58%
Fund Age
7 yrs 9 mo
4 yrs 5 mo
AUM
₹45.09 Cr
₹72.15 Cr
Alpha – 1 Year
−8.74%
8.33%
Alpha – 3 Years
−7.91%
7.76%
Information Ratio – 3 Years
-1.11
—
Volatility – 1 Year
21.69%
18.13%
Volatility – 3 Years
18.00%
18.07%
Beta – 1 Year
1.21
1.41
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
-0.42
0.61
Sharpe Ratio – 3 Years
0.01
0.77
Worst Rolling Year
3.08%
15.14%
Value at Worst Rolling Year
₹1.03 Cr
₹1.15 Cr
Deepest Drawdown
−29.01%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.65%
21.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 35% · M 13% · S 51%
—
Number of Stocks
43
—
Portfolio P/E
—
—
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
—
Top Sectors
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%