Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs ProfitGate Classic Compounders Equity Strategy
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
ProfitGate Classic Compounders Equity 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%
6.18%
6 Months
1.17%
11.87%
1 Year
15.87%
10.80%
3 Years
19.02%
—
5 Years
—
—
Since Inception
16.58%
15.20%
Fund Age
4 yrs 5 mo
3 yrs
AUM
₹72.15 Cr
₹683.44 Cr
Alpha – 1 Year
8.33%
6.08%
Alpha – 3 Years
7.76%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.13%
21.88%
Volatility – 3 Years
18.07%
—
Beta – 1 Year
1.41
1.09
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.61
0.33
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
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
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%