Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
Renaissance - Midcap Portfolio
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%
3.30%
6 Months
1.17%
9.86%
1 Year
15.87%
0.86%
3 Years
19.02%
8.29%
5 Years
—
15.11%
Since Inception
16.58%
11.40%
Fund Age
4 yrs 5 mo
8 yrs 7 mo
AUM
₹72.15 Cr
₹119.22 Cr
Alpha – 1 Year
8.33%
1.21%
Alpha – 3 Years
7.76%
−0.71%
Information Ratio – 3 Years
—
-0.05
Volatility – 1 Year
18.13%
21.27%
Volatility – 3 Years
18.07%
19.22%
Beta – 1 Year
1.41
1.20
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
0.61
-0.10
Sharpe Ratio – 3 Years
0.77
0.25
Worst Rolling Year
15.14%
0.71%
Value at Worst Rolling Year
₹1.15 Cr
₹1.01 Cr
Deepest Drawdown
−22.14%
−29.07%
Recovery Period
301 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
21.99%
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 2% · M 52% · S 44%
Number of Stocks
—
33
Portfolio P/E
—
31.12
Top 5 Holdings
—
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
—
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%