Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Capital Builder vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Capital Builder
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.99%
3.74%
6 Months
8.53%
1.17%
1 Year
11.64%
15.87%
3 Years
17.19%
19.02%
5 Years
15.63%
—
Since Inception
16.41%
16.58%
Fund Age
13 yrs 4 mo
4 yrs 5 mo
AUM
₹575.07 Cr
₹72.15 Cr
Alpha – 1 Year
6.92%
8.33%
Alpha – 3 Years
5.10%
7.76%
Information Ratio – 3 Years
0.78
—
Volatility – 1 Year
17.51%
18.13%
Volatility – 3 Years
14.23%
18.07%
Beta – 1 Year
0.92
1.41
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
0.42
0.61
Sharpe Ratio – 3 Years
0.84
0.77
Worst Rolling Year
-7.95%
15.14%
Value at Worst Rolling Year
₹0.92 Cr
₹1.15 Cr
Deepest Drawdown
−14.61%
−22.14%
Recovery Period
122 days
301 days
1-Year Rolling Windows Positive
93.59%
100.00%
Median Rolling Year
16.55%
21.99%
5-Year Rolling Windows Positive
99.01%
—
Market-Cap Mix
L 61% · M 15% · S 25%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Divis Laboratories Ltd · 8.60%
ICICI Bank Ltd · 8.10%
HDFC Bank Ltd · 7.60%
Federal Bank Ltd · 7.20%
Eternal Ltd · 6.20%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%