Portfolio Management Services (PMS)Compare Schemes
Fort Capital - Value Fund vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Fort Capital - Value Fund
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
5.09%
3.74%
6 Months
20.56%
1.17%
1 Year
20.29%
15.87%
3 Years
11.79%
19.02%
5 Years
16.62%
—
Since Inception
15.84%
16.58%
Fund Age
7 yrs 11 mo
4 yrs 5 mo
AUM
₹12.5 Cr
₹72.15 Cr
Alpha – 1 Year
15.57%
8.33%
Alpha – 3 Years
−0.30%
7.76%
Information Ratio – 3 Years
-0.02
—
Volatility – 1 Year
23.44%
18.13%
Volatility – 3 Years
21.14%
18.07%
Beta – 1 Year
1.18
1.41
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.68
0.61
Sharpe Ratio – 3 Years
0.39
0.77
Worst Rolling Year
9.17%
15.14%
Value at Worst Rolling Year
₹1.09 Cr
₹1.15 Cr
Deepest Drawdown
−24.97%
−22.14%
Recovery Period
470 days
301 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.65%
21.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 93%
—
Number of Stocks
28
—
Portfolio P/E
21.42
—
Top 5 Holdings
—
—
Top Sectors
Capital Goods · 32.17%
Chemicals · 16.27%
Automobile and Auto Components · 16.12%
—
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%