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FIRST--Moderate strategy vs MOAT - Uppercrust Growth Fund

FIRST--Moderate strategy

MOAT - Uppercrust Growth Fund

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Growth of ₹1 Crore

FIRST--Moderate strategy

MOAT - Uppercrust Growth Fund

Return for the risk

3 yrs return

15%

20%

25%

MOAT - Uppercrust Growth Fund

19% • vol 18.1%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.61%

3.74%

6 Months

4.10%

1.17%

1 Year

8.70%

15.87%

3 Years

—

19.02%

5 Years

—

Since Inception

9.63%

16.58%

Fund Age

2 yrs 4 mo

4 yrs 5 mo

AUM

₹98.62 Cr

₹72.15 Cr

Alpha – 1 Year

3.50%

8.33%

Alpha – 3 Years

—

7.76%

Information Ratio – 3 Years

—

Volatility – 1 Year

0.83%

18.13%

Volatility – 3 Years

—

18.07%

Beta – 1 Year

0.26

1.41

Beta – 3 Years

—

Sharpe Ratio – 1 Year

3.58

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

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

1.00% / yr

2.75% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

0% / 0% / 0%

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