Portfolio Management Services (PMS)Compare Schemes
Hem Securities - Dynamic Research and Emerging Asset vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Hem Securities - Dynamic Research and Emerging Asset
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.22%
3.74%
6 Months
12.93%
1.17%
1 Year
12.12%
15.87%
3 Years
14.97%
19.02%
5 Years
17.00%
—
Since Inception
21.69%
16.58%
Fund Age
6 yrs 5 mo
4 yrs 5 mo
AUM
₹192.25 Cr
₹72.15 Cr
Alpha – 1 Year
8.36%
8.33%
Alpha – 3 Years
4.08%
7.76%
Information Ratio – 3 Years
0.38
—
Volatility – 1 Year
25.64%
18.13%
Volatility – 3 Years
21.98%
18.07%
Beta – 1 Year
1.38
1.41
Beta – 3 Years
1.29
—
Sharpe Ratio – 1 Year
0.36
0.61
Sharpe Ratio – 3 Years
0.51
0.77
Worst Rolling Year
14.19%
15.14%
Value at Worst Rolling Year
₹1.14 Cr
₹1.15 Cr
Deepest Drawdown
−24.93%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.69%
21.99%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Persistent Systems Ltd
Tata Consultancy Services Ltd
HCL Technologies Ltd
Central Depository Services (India) Ltd
MTAR Technologies Ltd
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%