Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
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
5.45%
3.74%
6 Months
16.85%
1.17%
1 Year
9.30%
15.87%
3 Years
14.05%
19.02%
5 Years
14.30%
—
Since Inception
24.29%
16.58%
Fund Age
14 yrs 10 mo
4 yrs 5 mo
AUM
₹372.24 Cr
₹72.15 Cr
Alpha – 1 Year
4.58%
8.33%
Alpha – 3 Years
1.97%
7.76%
Information Ratio – 3 Years
0.33
—
Volatility – 1 Year
21.18%
18.13%
Volatility – 3 Years
20.18%
18.07%
Beta – 1 Year
1.04
1.41
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.27
0.61
Sharpe Ratio – 3 Years
0.49
0.77
Worst Rolling Year
-10.46%
15.14%
Value at Worst Rolling Year
₹0.90 Cr
₹1.15 Cr
Deepest Drawdown
−23.77%
−22.14%
Recovery Period
99 days
301 days
1-Year Rolling Windows Positive
93.61%
100.00%
Median Rolling Year
27.35%
21.99%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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Top Sectors
—
—
Fixed Fee
1.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
0% / 0% / 0%