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Often below a prior high
Roughly 67% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
UpperCrust Growth Fund Performance
MULTI ASSETNifty Multi-Asset
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Moat Financial Services Private Limited
Age: 55 months
Trailing return from filed months
- 1Y
- 5.73%
- 3Y
- 16.18%
- 5Y
- Needs 60 months
- CAGR
- 14.97%
- Max DD
- -21.77%
- Calmar
- 0.69
- Track
- 55 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
21.12%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Total Return
97.36%
Annualised Return
14.97%
Hit Rate
56.36%
Maximum Drawdown
-21.77%
Annualised Volatility
15.93%
Sharpe Ratio
1.03
Sortino Ratio
1.09
Consistency Score
57.4%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 34.94%
- Worst Year Return P
- 0.95%
- Median Annual Return P
- 7.27%
- Average Monthly Return P
- 1.37%
- Geometric Mean Return P
- 1.27%
- Average Drawdown P
- -3.39%
- Median Drawdown P
- -2.06%
- Max Drawdown Duration P
- 17 mo
- Average Drawdown Duration P
- 5 mo
- Time to Recovery P
- 17 mo
- Return / Max Drawdown P
- 0.69
- Return / Avg Drawdown P
- 4.81
- Ulcer Index P
- 5.57%
- Positive Rolling Periods % P
- 70.37%
- Return Stability Score P
- 21.74
- Return Persistence P
- 0.10
- Worst Rolling 12M Return P
- -7.75%
- Best Rolling 12M Return P
- 60.28%
- Maximum Monthly Loss P
- -11.00%
- Worst 3-Month Period P
- -17.04%
- Worst 6-Month Period P
- -20.66%
- Return Smoothness Index P
- 16.06
- Pain Adjusted Return P
- 4.81%
- Worst Case Investor Entry P
- -7.75%
- Capital Preservation Score P
- 78.23%
- Aggressiveness Score P
- 4.60%
- Recovery Efficiency P
- 0.49
- Downside Volatility R
- 9.77%
- Upside Volatility R
- 9.71%
- Time in Drawdown % R
- 66.67%
- VaR 95% R
- -6.20%
- VaR 99% R
- -9.33%
- CVaR 95% R
- -10.21%
- CVaR 99% R
- -10.21%
- Semi Variance R
- 0.0008
- Volatility of Drawdowns R
- 4.47%
- CAGR per Unit Drawdown R
- 0.75
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 0.95%
- Return Skewness C
- -0.26
- Return Kurtosis C
- 0.07
- Coefficient of Variation C
- 3.36
- Calmar Ratio C
- 0.69
- Sterling Ratio C
- 0.75
- Burke Ratio C
- 0.56
Filings
Month-end SEBI filings. Missing months stay blank.
UpperCrust Growth Fund performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has UpperCrust Growth Fund performed?
- UpperCrust Growth Fund (Moat Financial Services Private Limited) shows CAGR 14.97% and max drawdown -21.77% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is UpperCrust Growth Fund CAGR / max drawdown?
- CAGR is 14.97%; max drawdown is -21.77%. We only publish CAGR when there are enough months (≥12 on this track of 55 months). Learn more
- Where do UpperCrust Growth Fund returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite UpperCrust Growth Fund?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more