UpperCrust Wealth Fund

Equity

Moat Financial Services Private Limited

1 Month

-4.88%

6 Months

+7.07%

1 Year

+6.86%

3 Years

+21.11%

5 Years

-

Since Inception

+14.19%

AUM

₹131 Cr

Risk & Performance (vs NIFTY 500)

Volatility

22.40%

Sharpe Ratio

0.81

Sortino Ratio

0.84

Max Drawdown

-25.80%

Beta

1.12

Alpha

+11.75%

Information Ratio

0.80

Tracking Error

14.88%

Calmar Ratio

0.97

Up Capture

128.8%

Down Capture

70.1%

Win Rate

61.9%

Best Month

+14.89%

Worst Month

-15.02%