Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
Purnartha Dynamic Midcap
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%
−0.54%
6 Months
1.17%
12.07%
1 Year
15.87%
11.66%
3 Years
19.02%
13.52%
5 Years
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—
Since Inception
16.58%
14.98%
Fund Age
4 yrs 5 mo
3 yrs 6 mo
AUM
₹72.15 Cr
₹447.27 Cr
Alpha – 1 Year
8.33%
6.94%
Alpha – 3 Years
7.76%
1.43%
Information Ratio – 3 Years
—
0.13
Volatility – 1 Year
18.13%
21.15%
Volatility – 3 Years
18.07%
18.85%
Beta – 1 Year
1.41
1.14
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
0.61
0.37
Sharpe Ratio – 3 Years
0.77
0.48
Worst Rolling Year
15.14%
10.55%
Value at Worst Rolling Year
₹1.15 Cr
₹1.11 Cr
Deepest Drawdown
−22.14%
−17.40%
Recovery Period
301 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.99%
14.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 28% · M 19% · S 29%
Number of Stocks
—
—
Portfolio P/E
—
33.83
Top 5 Holdings
—
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
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—
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%