Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.74%
1.80%
6 Months
1.17%
2.80%
1 Year
15.87%
4.89%
3 Years
19.02%
12.23%
5 Years
—
10.64%
Since Inception
16.58%
8.93%
Fund Age
4 yrs 5 mo
12 yrs
AUM
₹72.15 Cr
₹134.76 Cr
Alpha – 1 Year
8.33%
−1.08%
Alpha – 3 Years
7.76%
1.34%
Information Ratio – 3 Years
—
0.07
Volatility – 1 Year
18.13%
10.79%
Volatility – 3 Years
18.07%
9.62%
Beta – 1 Year
1.41
1.04
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
0.61
-0.01
Sharpe Ratio – 3 Years
0.77
0.69
Worst Rolling Year
15.14%
0.05%
Value at Worst Rolling Year
₹1.15 Cr
₹1.00 Cr
Deepest Drawdown
−22.14%
−11.50%
Recovery Period
301 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
21.99%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
—
25.96
Top 5 Holdings
—
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.75% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –