Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
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
5.18%
3.74%
6 Months
19.69%
1.17%
1 Year
25.97%
15.87%
3 Years
17.02%
19.02%
5 Years
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Since Inception
24.02%
16.58%
Fund Age
4 yrs 2 mo
4 yrs 5 mo
AUM
₹101.01 Cr
₹72.15 Cr
Alpha – 1 Year
21.25%
8.33%
Alpha – 3 Years
4.93%
7.76%
Information Ratio – 3 Years
0.46
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Volatility – 1 Year
21.63%
18.13%
Volatility – 3 Years
19.42%
18.07%
Beta – 1 Year
1.10
1.41
Beta – 3 Years
1.04
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Sharpe Ratio – 1 Year
0.93
0.61
Sharpe Ratio – 3 Years
0.65
0.77
Worst Rolling Year
16.82%
15.14%
Value at Worst Rolling Year
₹1.17 Cr
₹1.15 Cr
Deepest Drawdown
−20.44%
−22.14%
Recovery Period
365 days
301 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.58%
21.99%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 26% · M 14% · S 51%
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
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Top Sectors
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Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%