Portfolio Management Services (PMS)Compare Schemes
Equirus Flexi Cap Fund vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Equirus Flexi Cap Fund
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.91%
3.74%
6 Months
10.01%
1.17%
1 Year
—
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
14.65%
16.58%
Fund Age
9 mo
4 yrs 5 mo
AUM
₹122.25 Cr
₹72.15 Cr
Alpha – 1 Year
—
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
—
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.61
Sharpe Ratio – 3 Years
—
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 27% · M 14% · S 55%
—
Number of Stocks
33
—
Portfolio P/E
31.90
—
Top 5 Holdings
Thangamayil Jewellery Ltd · 7.86%
Blue Star Ltd · 5.43%
R R Kabel Ltd · 5.41%
United Foodbrands Ltd · 4.60%
Welspun Corp Ltd · 4.59%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%