Uppercrust Prosperity Fund

Equity

Moat Financial Services Private Limited

1 Month

-4.28%

6 Months

+7.21%

1 Year

+9.72%

3 Years

-

5 Years

-

Since Inception

+2.53%

AUM

₹19 Cr

Risk & Performance (vs NIFTY 500)

Volatility

22.96%

Sharpe Ratio

-0.26

Sortino Ratio

-0.26

Max Drawdown

-28.96%

Beta

1.01

Alpha

+4.10%

Information Ratio

0.33

Tracking Error

16.29%

Calmar Ratio

0.04

Up Capture

81.6%

Down Capture

57.7%

Win Rate

50.0%

Best Month

+14.67%

Worst Month

-13.83%