Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
3.74%
6 Months
11.19%
1.17%
1 Year
4.47%
15.87%
3 Years
14.82%
19.02%
5 Years
12.64%
—
Since Inception
13.38%
16.58%
Fund Age
19 yrs
4 yrs 5 mo
AUM
₹1,249 Cr
₹72.15 Cr
Alpha – 1 Year
4.82%
8.33%
Alpha – 3 Years
5.82%
7.76%
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
21.24%
18.13%
Volatility – 3 Years
17.51%
18.07%
Beta – 1 Year
1.09
1.41
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.05
0.61
Sharpe Ratio – 3 Years
0.69
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
—
−22.14%
Recovery Period
—
301 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.99%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 40% · M 40% · S 15%
—
Number of Stocks
25
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%