Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
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
2.46%
4.61%
6 Months
7.53%
3.41%
1 Year
10.69%
20.00%
3 Years
9.96%
24.29%
5 Years
10.97%
—
Since Inception
20.53%
15.71%
Fund Age
14 yrs 7 mo
4 yrs 7 mo
AUM
₹132.39 Cr
₹129.22 Cr
Alpha – 1 Year
5.97%
15.28%
Alpha – 3 Years
−2.13%
12.20%
Information Ratio – 3 Years
-0.28
1.16
Volatility – 1 Year
20.88%
22.01%
Volatility – 3 Years
19.08%
22.99%
Beta – 1 Year
1.15
0.67
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.34
0.70
Sharpe Ratio – 3 Years
0.32
1.11
Worst Rolling Year
-4.87%
13.28%
Value at Worst Rolling Year
₹0.95 Cr
₹1.13 Cr
Deepest Drawdown
−22.42%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
—
Number of Stocks
23
—
Portfolio P/E
60.38
—
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
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
—
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%