Source: SEBI Portfolio Manager Monthly Report

Uppercrust Wealth Fund (Mucwf)

Performance

Asset Class: EQUITY ; AUM: Rs. 117.53 cr; Sharpe Ratio: 0.33 ; Information Ratio: 41.43

Assets Under Management

from 2022-01-31 through 2026-03-31 .

Uppercrust Growth Fund

Performance

Asset Class: MULTI ASSET ; AUM: Rs. 57.7 cr; Sharpe Ratio: 0.5 ; Information Ratio: -11.58

Assets Under Management

from 2022-03-31 through 2026-03-31 .

Emerging Moat

Performance

Asset Class: EQUITY ; AUM: Rs. 52.51 cr; Sharpe Ratio: 0.11 ; Information Ratio: -6.12

Assets Under Management

from 2022-10-31 through 2026-03-31 .

Uppercrust Prosperity Fund

Performance

Asset Class: EQUITY ; AUM: Rs. 18.06 cr; Sharpe Ratio: -0.39 ; Information Ratio: 2.53

Assets Under Management

from 2024-07-31 through 2026-03-31 .

Moderate Compounders

Performance

Asset Class: EQUITY ; AUM: Rs. 15.48 cr; Sharpe Ratio: 0.07 ; Information Ratio: 11.25

Assets Under Management

from 2021-11-30 through 2026-03-31 .

Special Opportunities Fund

Performance

Asset Class: EQUITY ; AUM: Rs. 10.8 cr; Sharpe Ratio: -0.1 ; Information Ratio: -17.46

Assets Under Management

from 2021-11-30 through 2026-03-31 .

Happiness Portfolio

Performance

Asset Class: EQUITY ; AUM: Rs. 3.02 cr; Sharpe Ratio: -0.38 ; Information Ratio: -162.19

Assets Under Management

from 2021-02-28 through 2026-03-31 .


Historical (pre-2021)

Performance

Assets Under Management

   

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