Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.04%
3.74%
6 Months
−3.71%
1.17%
1 Year
−1.23%
15.87%
3 Years
7.88%
19.02%
5 Years
5.71%
—
Since Inception
9.28%
16.58%
Fund Age
7 yrs 1 mo
4 yrs 5 mo
AUM
₹2.48 Cr
₹72.15 Cr
Alpha – 1 Year
−5.95%
8.33%
Alpha – 3 Years
−4.21%
7.76%
Information Ratio – 3 Years
-1.27
—
Volatility – 1 Year
17.16%
18.13%
Volatility – 3 Years
14.17%
18.07%
Beta – 1 Year
0.98
1.41
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
-0.29
0.61
Sharpe Ratio – 3 Years
0.17
0.77
Worst Rolling Year
5.24%
15.14%
Value at Worst Rolling Year
₹1.05 Cr
₹1.15 Cr
Deepest Drawdown
−16.54%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.29%
21.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 92% · M 4%
—
Number of Stocks
26
—
Portfolio P/E
29.84
—
Top 5 Holdings
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
—
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
—
Fixed Fee
1.75% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%