Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
Quest Investment Managers – Multi
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%
6.28%
6 Months
1.17%
16.32%
1 Year
15.87%
11.67%
3 Years
19.02%
19.26%
5 Years
—
13.96%
Since Inception
16.58%
16.00%
Fund Age
4 yrs 5 mo
12 yrs
AUM
₹72.15 Cr
₹725.3 Cr
Alpha – 1 Year
8.33%
6.95%
Alpha – 3 Years
7.76%
7.18%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
18.13%
21.97%
Volatility – 3 Years
18.07%
19.77%
Beta – 1 Year
1.41
1.15
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.61
0.37
Sharpe Ratio – 3 Years
0.77
0.73
Worst Rolling Year
15.14%
-10.23%
Value at Worst Rolling Year
₹1.15 Cr
₹0.90 Cr
Deepest Drawdown
−22.14%
−25.02%
Recovery Period
301 days
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
21.99%
18.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 29% · M 26% · S 42%
Number of Stocks
—
34
Portfolio P/E
—
42.87
Top 5 Holdings
—
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
—
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%