Portfolio Management Services (PMS)Compare Schemes
JM-Apex vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
JM-Apex
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
5.10%
3.74%
6 Months
17.39%
1.17%
1 Year
20.93%
15.87%
3 Years
17.01%
19.02%
5 Years
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—
Since Inception
19.54%
16.58%
Fund Age
3 yrs 6 mo
4 yrs 5 mo
AUM
₹615.02 Cr
₹72.15 Cr
Alpha – 1 Year
16.21%
8.33%
Alpha – 3 Years
4.92%
7.76%
Information Ratio – 3 Years
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—
Volatility – 1 Year
19.36%
18.13%
Volatility – 3 Years
18.51%
18.07%
Beta – 1 Year
1.01
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.81
0.61
Sharpe Ratio – 3 Years
0.72
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−14.79%
−22.14%
Recovery Period
45 days
301 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.99%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%