Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
Nippon - Indian Economic Transformation - ETP
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%
3.08%
6 Months
1.17%
9.19%
1 Year
15.87%
9.02%
3 Years
19.02%
14.71%
5 Years
—
10.31%
Since Inception
16.58%
14.95%
Fund Age
4 yrs 5 mo
7 yrs 10 mo
AUM
₹72.15 Cr
₹42.73 Cr
Alpha – 1 Year
8.33%
4.30%
Alpha – 3 Years
7.76%
2.62%
Information Ratio – 3 Years
—
0.63
Volatility – 1 Year
18.13%
17.52%
Volatility – 3 Years
18.07%
14.89%
Beta – 1 Year
1.41
0.97
Beta – 3 Years
—
0.92
Sharpe Ratio – 1 Year
0.61
0.26
Sharpe Ratio – 3 Years
0.77
0.66
Worst Rolling Year
15.14%
8.19%
Value at Worst Rolling Year
₹1.15 Cr
₹1.08 Cr
Deepest Drawdown
−22.14%
−18.24%
Recovery Period
301 days
238 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.99%
16.27%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 18% · M 16% · S 37%
Number of Stocks
—
30
Portfolio P/E
—
31.64
Top 5 Holdings
—
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
—
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%