Portfolio Management Services (PMS)Compare Schemes
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow) vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.53%
3.74%
6 Months
0.57%
1.17%
1 Year
—
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
2.03%
16.58%
Fund Age
7 mo
4 yrs 5 mo
AUM
₹0.29 Cr
₹72.15 Cr
Alpha – 1 Year
—
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
—
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
—
−22.14%
Recovery Period
—
301 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.99%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 17% · M 21% · S 6%
—
Number of Stocks
20
—
Portfolio P/E
15.87
—
Top 5 Holdings
Vedanta Iron & Steel Ltd · 8.22%
Nippon India ETF Hang Seng BeES · 7.87%
Knowledge Realty Trust · 7.21%
IndiGrid Infrastructure Trust · 6.79%
Nippon India Silver ETF · 6.53%
—
Top Sectors
Others · 23.38%
Oil, Gas & Consumable Fuels · 16.98%
Realty · 13.45%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%