Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs Omni Amrit Kaal
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
Omni Amrit Kaal
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%
−3.46%
6 Months
1.17%
−0.33%
1 Year
15.87%
—
3 Years
19.02%
—
5 Years
—
—
Since Inception
16.58%
−6.79%
Fund Age
4 yrs 5 mo
8 mo
AUM
₹72.15 Cr
₹0.99 Cr
Alpha – 1 Year
8.33%
—
Alpha – 3 Years
7.76%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.13%
—
Volatility – 3 Years
18.07%
—
Beta – 1 Year
1.41
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.61
—
Sharpe Ratio – 3 Years
0.77
—
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%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 20% · M 15% · S 65%
Number of Stocks
—
40
Portfolio P/E
—
11.24
Top 5 Holdings
—
H.G. Infra Engineering Ltd · 2.35%
Mastek Ltd · 2.17%
Power Mech Projects Ltd · 2.17%
Central Bank of India · 2.17%
NLC India Ltd · 2.17%
Top Sectors
—
Financial Services · 39.06%
Construction · 24.05%
Services · 13.02%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%