UpperCrust Growth Fund

Multi Asset

Moat Financial Services Private Limited

1 Month

-3.96%

6 Months

+7.28%

1 Year

+5.75%

3 Years

+16.19%

5 Years

-

Since Inception

+15.22%

AUM

₹76 Cr

Risk & Performance (vs NIFTY 500)

Volatility

17.29%

Sharpe Ratio

0.79

Sortino Ratio

0.81

Max Drawdown

-21.77%

Beta

0.94

Alpha

+8.42%

Information Ratio

0.74

Tracking Error

9.95%

Calmar Ratio

0.95

Up Capture

106.1%

Down Capture

58.9%

Win Rate

64.3%

Best Month

+10.14%

Worst Month

-11.00%