Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
Tenet Portfolio (previously known as ABC Equity Portfolio)
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%
−0.27%
6 Months
1.17%
−1.47%
1 Year
15.87%
6.66%
3 Years
19.02%
11.29%
5 Years
—
13.68%
Since Inception
16.58%
15.03%
Fund Age
4 yrs 5 mo
5 yrs 7 mo
AUM
₹72.15 Cr
₹138.83 Cr
Alpha – 1 Year
8.33%
7.01%
Alpha – 3 Years
7.76%
2.30%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
18.13%
16.50%
Volatility – 3 Years
18.07%
16.10%
Beta – 1 Year
1.41
0.93
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.61
0.15
Sharpe Ratio – 3 Years
0.77
0.41
Worst Rolling Year
15.14%
11.25%
Value at Worst Rolling Year
₹1.15 Cr
₹1.11 Cr
Deepest Drawdown
−22.14%
−21.42%
Recovery Period
301 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.99%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
18
Portfolio P/E
—
32.00
Top 5 Holdings
—
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
—
—
Fixed Fee
2.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%