Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
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
1.41%
3.74%
6 Months
13.18%
1.17%
1 Year
2.91%
15.87%
3 Years
14.27%
19.02%
5 Years
—
—
Since Inception
11.83%
16.58%
Fund Age
4 yrs 11 mo
4 yrs 5 mo
AUM
₹31.01 Cr
₹72.15 Cr
Alpha – 1 Year
−1.81%
8.33%
Alpha – 3 Years
2.18%
7.76%
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
18.67%
18.13%
Volatility – 3 Years
17.11%
18.07%
Beta – 1 Year
0.97
1.41
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.04
0.61
Sharpe Ratio – 3 Years
0.56
0.77
Worst Rolling Year
12.64%
15.14%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−24.73%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
21.99%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 37% · M 30% · S 33%
—
Number of Stocks
26
—
Portfolio P/E
54.84
—
Top 5 Holdings
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
—
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
2.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%