Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs Valentis Advisors - Rising Star
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
Valentis Advisors - Rising Star
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%
1.72%
6 Months
1.17%
21.92%
1 Year
15.87%
13.71%
3 Years
19.02%
12.32%
5 Years
—
14.28%
Since Inception
16.58%
17.32%
Fund Age
4 yrs 5 mo
10 yrs
AUM
₹72.15 Cr
₹1,140.87 Cr
Alpha – 1 Year
8.33%
10.73%
Alpha – 3 Years
7.76%
0.43%
Information Ratio – 3 Years
—
0.05
Volatility – 1 Year
18.13%
27.06%
Volatility – 3 Years
18.07%
23.47%
Beta – 1 Year
1.41
1.37
Beta – 3 Years
—
1.21
Sharpe Ratio – 1 Year
0.61
0.39
Sharpe Ratio – 3 Years
0.77
0.38
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
—
Kingfa Science & Technology (India) Ltd · 0.00%
Va Tech Wabag Ltd · 0.00%
JTL Industries Ltd · 0.00%
Aurobindo Pharma Ltd · 0.00%
RBL Bank Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%