Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs Shree dynamic plan
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
Shree dynamic plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.74%
1.81%
6 Months
1.17%
1.04%
1 Year
15.87%
0.26%
3 Years
19.02%
5.24%
5 Years
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—
Since Inception
16.58%
8.72%
Fund Age
4 yrs 5 mo
3 yrs 3 mo
AUM
₹72.15 Cr
₹10.49 Cr
Alpha – 1 Year
8.33%
−5.71%
Alpha – 3 Years
7.76%
−5.66%
Information Ratio – 3 Years
—
-0.42
Volatility – 1 Year
18.13%
12.03%
Volatility – 3 Years
18.07%
9.92%
Beta – 1 Year
1.41
1.11
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.61
-0.37
Sharpe Ratio – 3 Years
0.77
0.02
Worst Rolling Year
15.14%
4.93%
Value at Worst Rolling Year
₹1.15 Cr
₹1.05 Cr
Deepest Drawdown
−22.14%
−12.18%
Recovery Period
301 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.99%
6.41%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
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—
Fixed Fee
2.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%