Portfolio Management Services (PMS)Compare Schemes
Geojit - Dakshin Portfolio vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Geojit - Dakshin Portfolio
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.71%
3.74%
6 Months
14.23%
1.17%
1 Year
3.21%
15.87%
3 Years
5.69%
19.02%
5 Years
7.11%
—
Since Inception
10.49%
16.58%
Fund Age
7 yrs 5 mo
4 yrs 5 mo
AUM
₹42.11 Cr
₹72.15 Cr
Alpha – 1 Year
−1.51%
8.33%
Alpha – 3 Years
−6.40%
7.76%
Information Ratio – 3 Years
-0.66
—
Volatility – 1 Year
23.23%
18.13%
Volatility – 3 Years
20.09%
18.07%
Beta – 1 Year
1.19
1.41
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.01
0.61
Sharpe Ratio – 3 Years
0.09
0.77
Worst Rolling Year
3.79%
15.14%
Value at Worst Rolling Year
₹1.04 Cr
₹1.15 Cr
Deepest Drawdown
−36.06%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.51%
21.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 7% · S 91%
—
Number of Stocks
25
—
Portfolio P/E
—
—
Top 5 Holdings
Pricol Ltd · 4.74%
Sundram Fasteners Ltd · 4.48%
Tanla Platforms Ltd · 4.37%
Star Health & Allied Insurance Company Ltd · 4.34%
KFin Technologies Ltd · 4.26%
—
Top Sectors
Information Technology · 18.94%
Healthcare · 15.45%
Capital Goods · 14.67%
—
Fixed Fee
—
2.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%