Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs Sincere - Metamorphosis Fund
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
Sincere - Metamorphosis Fund
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%
7.54%
6 Months
1.17%
15.73%
1 Year
15.87%
16.44%
3 Years
19.02%
11.28%
5 Years
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Since Inception
16.58%
12.80%
Fund Age
4 yrs 5 mo
3 yrs 3 mo
AUM
₹72.15 Cr
₹337.26 Cr
Alpha – 1 Year
8.33%
11.72%
Alpha – 3 Years
7.76%
−0.81%
Information Ratio – 3 Years
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-0.07
Volatility – 1 Year
18.13%
22.40%
Volatility – 3 Years
18.07%
20.08%
Beta – 1 Year
1.41
1.19
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
0.61
0.55
Sharpe Ratio – 3 Years
0.77
0.37
Worst Rolling Year
15.14%
9.11%
Value at Worst Rolling Year
₹1.15 Cr
₹1.09 Cr
Deepest Drawdown
−22.14%
−28.19%
Recovery Period
301 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.99%
10.48%
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
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%