Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
Shriram Future GEMS
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%
2.93%
6 Months
1.17%
1.59%
1 Year
15.87%
25.48%
3 Years
19.02%
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5 Years
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Since Inception
16.58%
30.29%
Fund Age
4 yrs 5 mo
18 mo
AUM
₹72.15 Cr
₹0.8 Cr
Alpha – 1 Year
8.33%
25.83%
Alpha – 3 Years
7.76%
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Information Ratio – 3 Years
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Volatility – 1 Year
18.13%
16.88%
Volatility – 3 Years
18.07%
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Beta – 1 Year
1.41
0.86
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.61
1.13
Sharpe Ratio – 3 Years
0.77
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Worst Rolling Year
15.14%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−22.14%
−15.67%
Recovery Period
301 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
21.99%
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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
—
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Top 5 Holdings
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Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
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Fixed Fee
2.75% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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