Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs Spark - Flexicap
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
Spark - Flexicap
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%
−0.91%
6 Months
1.17%
−6.35%
1 Year
15.87%
3.05%
3 Years
19.02%
10.74%
5 Years
—
13.00%
Since Inception
16.58%
14.74%
Fund Age
4 yrs 5 mo
7 yrs 8 mo
AUM
₹72.15 Cr
₹460.92 Cr
Alpha – 1 Year
8.33%
3.40%
Alpha – 3 Years
7.76%
1.74%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
18.13%
15.87%
Volatility – 3 Years
18.07%
14.99%
Beta – 1 Year
1.41
0.95
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.61
-0.07
Sharpe Ratio – 3 Years
0.77
0.41
Worst Rolling Year
15.14%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−22.14%
—
Recovery Period
301 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.99%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
2.75% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%