UpperCrust Wealth Fund

Equity

Moat Financial Services Private Limited

1 Month

+4.61%

6 Months

+3.41%

1 Year

+20.00%

3 Years

+24.29%

5 Years

-

Since Inception

+15.71%

AUM

₹137 Cr

Risk & Performance (vs NIFTY 500)

Volatility

22.35%

Sharpe Ratio

0.92

Sortino Ratio

0.95

Max Drawdown

-25.80%

Beta

1.13

Alpha

+11.58%

Information Ratio

0.79

Tracking Error

15.07%

Calmar Ratio

1.07

Up Capture

128.8%

Down Capture

68.3%

Win Rate

63.4%

Best Month

+14.89%

Worst Month

-15.02%