Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
Phillip Capital - Signature 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%
3.08%
6 Months
1.17%
14.24%
1 Year
15.87%
9.21%
3 Years
19.02%
8.31%
5 Years
—
7.74%
Since Inception
16.58%
11.80%
Fund Age
4 yrs 5 mo
10 yrs 3 mo
AUM
₹72.15 Cr
₹251.07 Cr
Alpha – 1 Year
8.33%
4.51%
Alpha – 3 Years
7.76%
−2.91%
Information Ratio – 3 Years
—
-0.50
Volatility – 1 Year
18.13%
21.09%
Volatility – 3 Years
18.07%
15.86%
Beta – 1 Year
1.41
1.13
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.61
0.27
Sharpe Ratio – 3 Years
0.77
0.26
Worst Rolling Year
15.14%
-3.45%
Value at Worst Rolling Year
₹1.15 Cr
₹0.97 Cr
Deepest Drawdown
−22.14%
−19.63%
Recovery Period
301 days
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
21.99%
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 30% · M 32% · S 34%
Number of Stocks
—
28
Portfolio P/E
—
55.43
Top 5 Holdings
—
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
—
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
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%