Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.3%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.74%
7.48%
6 Months
1.17%
9.42%
1 Year
15.87%
28.25%
3 Years
19.02%
18.47%
5 Years
—
21.31%
Since Inception
16.58%
21.69%
Fund Age
4 yrs 5 mo
5 yrs
AUM
₹72.15 Cr
₹79.02 Cr
Alpha – 1 Year
8.33%
23.53%
Alpha – 3 Years
7.76%
6.38%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
18.13%
18.12%
Volatility – 3 Years
18.07%
27.25%
Beta – 1 Year
1.41
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.61
1.18
Sharpe Ratio – 3 Years
0.77
0.56
Worst Rolling Year
15.14%
15.67%
Value at Worst Rolling Year
₹1.15 Cr
₹1.16 Cr
Deepest Drawdown
−22.14%
−30.64%
Recovery Period
301 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.99%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 10% · M 9% · S 69%
Number of Stocks
—
34
Portfolio P/E
—
57.02
Top 5 Holdings
—
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
—
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%