Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
Purnartha Pratham 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%
5.49%
6 Months
1.17%
9.46%
1 Year
15.87%
17.52%
3 Years
19.02%
14.28%
5 Years
—
9.02%
Since Inception
16.58%
12.49%
Fund Age
4 yrs 5 mo
5 yrs 11 mo
AUM
₹72.15 Cr
₹1,633.45 Cr
Alpha – 1 Year
8.33%
12.80%
Alpha – 3 Years
7.76%
2.19%
Information Ratio – 3 Years
—
0.28
Volatility – 1 Year
18.13%
23.87%
Volatility – 3 Years
18.07%
18.97%
Beta – 1 Year
1.41
1.12
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.61
0.57
Sharpe Ratio – 3 Years
0.77
0.55
Worst Rolling Year
15.14%
7.21%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
−22.14%
−20.29%
Recovery Period
301 days
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.99%
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 14% · M 11% · S 40%
Number of Stocks
—
—
Portfolio P/E
—
24.05
Top 5 Holdings
—
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
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%