Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
3.74%
6 Months
29.13%
1.17%
1 Year
20.96%
15.87%
3 Years
17.22%
19.02%
5 Years
—
—
Since Inception
23.59%
16.58%
Fund Age
3 yrs 7 mo
4 yrs 5 mo
AUM
₹147.56 Cr
₹72.15 Cr
Alpha – 1 Year
16.24%
8.33%
Alpha – 3 Years
5.13%
7.76%
Information Ratio – 3 Years
0.33
—
Volatility – 1 Year
30.80%
18.13%
Volatility – 3 Years
25.65%
18.07%
Beta – 1 Year
1.54
1.41
Beta – 3 Years
1.41
—
Sharpe Ratio – 1 Year
0.58
0.61
Sharpe Ratio – 3 Years
0.54
0.77
Worst Rolling Year
15.38%
15.14%
Value at Worst Rolling Year
₹1.15 Cr
₹1.15 Cr
Deepest Drawdown
−28.52%
−22.14%
Recovery Period
122 days
301 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
21.99%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 63% · M 11% · S 17%
—
Number of Stocks
18
—
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
—
Top Sectors
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
—
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%