Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.61%
3.74%
6 Months
4.03%
1.17%
1 Year
4.49%
15.87%
3 Years
14.35%
19.02%
5 Years
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Since Inception
16.62%
16.58%
Fund Age
4 yrs
4 yrs 5 mo
AUM
₹303 Cr
₹72.15 Cr
Alpha – 1 Year
4.92%
8.33%
Alpha – 3 Years
5.78%
7.76%
Information Ratio – 3 Years
1.15
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Volatility – 1 Year
16.32%
18.13%
Volatility – 3 Years
14.15%
18.07%
Beta – 1 Year
0.98
1.41
Beta – 3 Years
0.97
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Sharpe Ratio – 1 Year
0.01
0.61
Sharpe Ratio – 3 Years
0.64
0.77
Worst Rolling Year
14.36%
15.14%
Value at Worst Rolling Year
₹1.14 Cr
₹1.15 Cr
Deepest Drawdown
−16.17%
−22.14%
Recovery Period
245 days
301 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
21.99%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Fixed Fee
0.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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0% / 0% / 0%