Portfolio Management Services (PMS)Compare Schemes
HDFC India Ascent Portfolio - DPMS vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
HDFC India Ascent 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
−1.07%
3.74%
6 Months
1.78%
1.17%
1 Year
5.40%
15.87%
3 Years
8.85%
19.02%
5 Years
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Since Inception
10.06%
16.58%
Fund Age
3 yrs 2 mo
4 yrs 5 mo
AUM
₹6 Cr
₹72.15 Cr
Alpha – 1 Year
0.68%
8.33%
Alpha – 3 Years
−3.24%
7.76%
Information Ratio – 3 Years
-0.36
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Volatility – 1 Year
19.91%
18.13%
Volatility – 3 Years
17.03%
18.07%
Beta – 1 Year
1.12
1.41
Beta – 3 Years
1.05
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Sharpe Ratio – 1 Year
0.09
0.61
Sharpe Ratio – 3 Years
0.27
0.77
Worst Rolling Year
8.77%
15.14%
Value at Worst Rolling Year
₹1.09 Cr
₹1.15 Cr
Deepest Drawdown
−18.84%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.14%
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%