Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
4.61%
6 Months
5.61%
3.41%
1 Year
10.19%
20.00%
3 Years
9.70%
24.29%
5 Years
7.80%
—
Since Inception
13.10%
15.71%
Fund Age
14 yrs 11 mo
4 yrs 7 mo
AUM
₹88.88 Cr
₹129.22 Cr
Alpha – 1 Year
10.54%
15.28%
Alpha – 3 Years
0.70%
12.20%
Information Ratio – 3 Years
0.00
1.16
Volatility – 1 Year
15.04%
22.01%
Volatility – 3 Years
14.30%
22.99%
Beta – 1 Year
0.87
0.67
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
0.37
0.70
Sharpe Ratio – 3 Years
0.35
1.11
Worst Rolling Year
4.17%
13.28%
Value at Worst Rolling Year
₹1.04 Cr
₹1.13 Cr
Deepest Drawdown
−20.16%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 86% · M 13% · S 0%
—
Number of Stocks
37
—
Portfolio P/E
—
—
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
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 · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%