Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
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
2.23%
3.74%
6 Months
7.97%
1.17%
1 Year
6.21%
15.87%
3 Years
12.78%
19.02%
5 Years
14.19%
—
Since Inception
16.41%
16.58%
Fund Age
7 yrs 3 mo
4 yrs 5 mo
AUM
₹115.97 Cr
₹72.15 Cr
Alpha – 1 Year
1.49%
8.33%
Alpha – 3 Years
0.69%
7.76%
Information Ratio – 3 Years
0.20
—
Volatility – 1 Year
15.75%
18.13%
Volatility – 3 Years
15.69%
18.07%
Beta – 1 Year
0.82
1.41
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.12
0.61
Sharpe Ratio – 3 Years
0.51
0.77
Worst Rolling Year
11.84%
15.14%
Value at Worst Rolling Year
₹1.12 Cr
₹1.15 Cr
Deepest Drawdown
−23.37%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.02%
21.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
35
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.75% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%