Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs Prudent Equity Growth Strategy
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
Prudent Equity Growth 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%
−2.67%
6 Months
1.17%
4.01%
1 Year
15.87%
3.88%
3 Years
19.02%
—
5 Years
—
—
Since Inception
16.58%
−1.21%
Fund Age
4 yrs 5 mo
2 yrs 1 mo
AUM
₹72.15 Cr
₹29.71 Cr
Alpha – 1 Year
8.33%
−0.84%
Alpha – 3 Years
7.76%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.13%
22.02%
Volatility – 3 Years
18.07%
—
Beta – 1 Year
1.41
1.16
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.61
0.03
Sharpe Ratio – 3 Years
0.77
—
Worst Rolling Year
15.14%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−22.14%
−15.04%
Recovery Period
301 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.99%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 9% · S 73%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 0% / 0%