UpperCrust Growth Fund

Multi Asset

Moat Financial Services Private Limited

1 Month

+3.74%

6 Months

+1.17%

1 Year

+15.87%

3 Years

+19.02%

5 Years

-

Since Inception

+16.58%

AUM

₹76 Cr

Risk & Performance (vs NIFTY 500)

Volatility

17.22%

Sharpe Ratio

0.91

Sortino Ratio

0.92

Max Drawdown

-21.77%

Beta

0.95

Alpha

+8.13%

Information Ratio

0.70

Tracking Error

10.04%

Calmar Ratio

1.04

Up Capture

106.1%

Down Capture

57.8%

Win Rate

65.9%

Best Month

+10.14%

Worst Month

-11.00%