Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
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
4.42%
3.74%
6 Months
4.79%
1.17%
1 Year
−0.59%
15.87%
3 Years
11.57%
19.02%
5 Years
13.86%
—
Since Inception
15.96%
16.58%
Fund Age
5 yrs 5 mo
4 yrs 5 mo
AUM
₹45.81 Cr
₹72.15 Cr
Alpha – 1 Year
−5.31%
8.33%
Alpha – 3 Years
−0.52%
7.76%
Information Ratio – 3 Years
-0.06
—
Volatility – 1 Year
21.96%
18.13%
Volatility – 3 Years
17.35%
18.07%
Beta – 1 Year
1.19
1.41
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
-0.16
0.61
Sharpe Ratio – 3 Years
0.42
0.77
Worst Rolling Year
10.84%
15.14%
Value at Worst Rolling Year
₹1.11 Cr
₹1.15 Cr
Deepest Drawdown
−22.24%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
21.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 23% · M 4% · S 73%
—
Number of Stocks
16
—
Portfolio P/E
22.00
—
Top 5 Holdings
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%