Portfolio Management Services (PMS)Compare Schemes
Care PMS - Growth Plus Value Strategy vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Care PMS - Growth Plus Value Strategy
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.27%
3.74%
6 Months
11.91%
1.17%
1 Year
10.06%
15.87%
3 Years
13.81%
19.02%
5 Years
13.88%
—
Since Inception
20.20%
16.58%
Fund Age
15 yrs 1 mo
4 yrs 5 mo
AUM
₹980.13 Cr
₹72.15 Cr
Alpha – 1 Year
5.36%
8.33%
Alpha – 3 Years
1.71%
7.76%
Information Ratio – 3 Years
0.21
—
Volatility – 1 Year
18.76%
18.13%
Volatility – 3 Years
19.39%
18.07%
Beta – 1 Year
0.98
1.41
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.32
0.61
Sharpe Ratio – 3 Years
0.49
0.77
Worst Rolling Year
-23.74%
15.14%
Value at Worst Rolling Year
₹0.76 Cr
₹1.15 Cr
Deepest Drawdown
−24.32%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
84.14%
100.00%
Median Rolling Year
24.84%
21.99%
5-Year Rolling Windows Positive
95.08%
—
Market-Cap Mix
L 9% · M 13% · S 73%
—
Number of Stocks
20
—
Portfolio P/E
22.60
—
Top 5 Holdings
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
—
Top Sectors
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%