Portfolio Management Services (PMS)Compare Schemes
HDFC - All Cap Portfolio - DPMS vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
HDFC - All Cap Portfolio - DPMS
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
−1.12%
3.74%
6 Months
−0.35%
1.17%
1 Year
−1.07%
15.87%
3 Years
9.62%
19.02%
5 Years
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Since Inception
13.16%
16.58%
Fund Age
4 yrs 2 mo
4 yrs 5 mo
AUM
₹52.82 Cr
₹72.15 Cr
Alpha – 1 Year
−5.79%
8.33%
Alpha – 3 Years
−2.47%
7.76%
Information Ratio – 3 Years
-0.56
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Volatility – 1 Year
17.26%
18.13%
Volatility – 3 Years
15.97%
18.07%
Beta – 1 Year
0.98
1.41
Beta – 3 Years
0.98
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Sharpe Ratio – 1 Year
-0.29
0.61
Sharpe Ratio – 3 Years
0.28
0.77
Worst Rolling Year
9.59%
15.14%
Value at Worst Rolling Year
₹1.10 Cr
₹1.15 Cr
Deepest Drawdown
−18.05%
−22.14%
Recovery Period
131 days
301 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.96%
21.99%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
—
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Top Sectors
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Fixed Fee
1.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%