Uppercrust Prosperity Fund

Equity

Moat Financial Services Private Limited

1 Month

+5.39%

6 Months

+3.08%

1 Year

+22.70%

3 Years

-

5 Years

-

Since Inception

+4.77%

AUM

₹20 Cr

Risk & Performance (vs NIFTY 500)

Volatility

23.20%

Sharpe Ratio

-0.16

Sortino Ratio

-0.16

Max Drawdown

-28.96%

Beta

1.02

Alpha

+3.58%

Information Ratio

0.29

Tracking Error

16.61%

Calmar Ratio

0.11

Up Capture

81.6%

Down Capture

55.4%

Win Rate

52.0%

Best Month

+14.67%

Worst Month

-13.83%