Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
Phillip Capital - Emerging India Portfolio
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%
3.88%
6 Months
1.17%
18.21%
1 Year
15.87%
11.44%
3 Years
19.02%
9.27%
5 Years
—
10.90%
Since Inception
16.58%
13.08%
Fund Age
4 yrs 5 mo
9 yrs
AUM
₹72.15 Cr
₹29.3 Cr
Alpha – 1 Year
8.33%
6.74%
Alpha – 3 Years
7.76%
−1.95%
Information Ratio – 3 Years
—
-0.21
Volatility – 1 Year
18.13%
23.26%
Volatility – 3 Years
18.07%
18.09%
Beta – 1 Year
1.41
1.21
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.61
0.35
Sharpe Ratio – 3 Years
0.77
0.32
Worst Rolling Year
15.14%
0.11%
Value at Worst Rolling Year
₹1.15 Cr
₹1.00 Cr
Deepest Drawdown
−22.14%
−21.53%
Recovery Period
301 days
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
21.99%
15.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 6% · M 32% · S 55%
Number of Stocks
—
23
Portfolio P/E
—
49.89
Top 5 Holdings
—
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
—
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%