Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs Northern Arc Credit Opportunities Strategy
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
Northern Arc Credit Opportunities Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.3%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.74%
1.23%
6 Months
1.17%
5.08%
1 Year
15.87%
12.24%
3 Years
19.02%
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5 Years
—
—
Since Inception
16.58%
11.71%
Fund Age
4 yrs 5 mo
2 yrs 7 mo
AUM
₹72.15 Cr
₹6.47 Cr
Alpha – 1 Year
8.33%
2.34%
Alpha – 3 Years
7.76%
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Information Ratio – 3 Years
—
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Volatility – 1 Year
18.13%
1.78%
Volatility – 3 Years
18.07%
—
Beta – 1 Year
1.41
0.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.61
3.43
Sharpe Ratio – 3 Years
0.77
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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%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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1
Portfolio P/E
—
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Top 5 Holdings
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MIDLAND MICROFIN LIMITED · 52.82%
Spandana Sphoorty Financial Limited · 29.77%
Indel Money Ltd. 11% DB REDEEM 07/10/2026 INR 100000 · 13.05%
Krazybee Services Private Limited · 4.36%
Top Sectors
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Others · 13.05%
Fixed Fee
2.75% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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