Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
4.61%
6 Months
2.71%
3.41%
1 Year
5.45%
20.00%
3 Years
14.06%
24.29%
5 Years
15.00%
—
Since Inception
17.25%
15.71%
Fund Age
5 yrs 7 mo
4 yrs 7 mo
AUM
₹1,730.04 Cr
₹129.22 Cr
Alpha – 1 Year
0.73%
15.28%
Alpha – 3 Years
1.97%
12.20%
Information Ratio – 3 Years
0.51
1.16
Volatility – 1 Year
16.94%
22.01%
Volatility – 3 Years
15.35%
22.99%
Beta – 1 Year
0.94
0.67
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
0.08
0.70
Sharpe Ratio – 3 Years
0.63
1.11
Worst Rolling Year
13.41%
13.28%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−19.90%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 15% · S 36%
—
Number of Stocks
52
—
Portfolio P/E
30.45
—
Top 5 Holdings
HDFC Bank Ltd · 5.56%
Axis Bank Ltd · 4.41%
Bharti Airtel Ltd · 3.79%
Tata Motors Ltd · 3.71%
Kotak Mahindra Bank Ltd · 3.60%
Hindustan Aeronautics Ltd · 12.57%
Cigniti Technologies Ltd · 7.17%
Tata Investment Corporation Ltd · 6.84%
Tube Investments of India Ltd · 6.13%
Power Finance Corporation Ltd · 6.10%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%