Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-Altitude (Formerly SmartCore) vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-Altitude (Formerly SmartCore)
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.11%
3.74%
6 Months
6.28%
1.17%
1 Year
6.51%
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
12.15%
16.58%
Fund Age
18 mo
4 yrs 5 mo
AUM
₹33.91 Cr
₹72.15 Cr
Alpha – 1 Year
6.94%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.31%
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
0.95
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.13
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−11.89%
−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
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
0.75% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%