Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
3.74%
6 Months
26.95%
1.17%
1 Year
13.12%
15.87%
3 Years
17.80%
19.02%
5 Years
15.04%
—
Since Inception
22.70%
16.58%
Fund Age
8 yrs
4 yrs 5 mo
AUM
₹357.26 Cr
₹72.15 Cr
Alpha – 1 Year
10.14%
8.33%
Alpha – 3 Years
5.90%
7.76%
Information Ratio – 3 Years
0.31
—
Volatility – 1 Year
32.38%
18.13%
Volatility – 3 Years
25.45%
18.07%
Beta – 1 Year
1.68
1.41
Beta – 3 Years
1.37
—
Sharpe Ratio – 1 Year
0.36
0.61
Sharpe Ratio – 3 Years
0.56
0.77
Worst Rolling Year
11.19%
15.14%
Value at Worst Rolling Year
₹1.11 Cr
₹1.15 Cr
Deepest Drawdown
−26.50%
−22.14%
Recovery Period
80 days
301 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
21.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
—
Number of Stocks
42
—
Portfolio P/E
42.01
—
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
—
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%