Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs NARNOLIA MULTI-ASSET STRATEGY
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
NARNOLIA MULTI-ASSET STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.74%
1.00%
6 Months
1.17%
7.03%
1 Year
15.87%
8.97%
3 Years
19.02%
12.56%
5 Years
—
10.89%
Since Inception
16.58%
15.48%
Fund Age
4 yrs 5 mo
7 yrs
AUM
₹72.15 Cr
₹3.36 Cr
Alpha – 1 Year
8.33%
9.32%
Alpha – 3 Years
7.76%
3.56%
Information Ratio – 3 Years
—
0.54
Volatility – 1 Year
18.13%
8.58%
Volatility – 3 Years
18.07%
12.10%
Beta – 1 Year
1.41
0.48
Beta – 3 Years
—
0.78
Sharpe Ratio – 1 Year
0.61
0.43
Sharpe Ratio – 3 Years
0.77
0.61
Worst Rolling Year
15.14%
9.53%
Value at Worst Rolling Year
₹1.15 Cr
₹1.10 Cr
Deepest Drawdown
−22.14%
−17.45%
Recovery Period
301 days
241 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.99%
16.23%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%