Portfolio Management Services (PMS)Compare Schemes
Accuracap - Pico Power vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Accuracap - Pico Power
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
4.50%
4.61%
6 Months
20.10%
3.41%
1 Year
15.30%
20.00%
3 Years
16.40%
24.29%
5 Years
14.80%
—
Since Inception
22.20%
15.71%
Fund Age
14 yrs 10 mo
4 yrs 7 mo
AUM
₹454.6 Cr
₹129.22 Cr
Alpha – 1 Year
10.60%
15.28%
Alpha – 3 Years
4.30%
12.20%
Information Ratio – 3 Years
0.46
1.16
Volatility – 1 Year
22.61%
22.01%
Volatility – 3 Years
21.60%
22.99%
Beta – 1 Year
1.12
0.67
Beta – 3 Years
1.17
1.00
Sharpe Ratio – 1 Year
0.50
0.70
Sharpe Ratio – 3 Years
0.56
1.11
Worst Rolling Year
-9.11%
13.28%
Value at Worst Rolling Year
₹0.91 Cr
₹1.13 Cr
Deepest Drawdown
−24.77%
−27.23%
Recovery Period
487 days
325 days
1-Year Rolling Windows Positive
95.79%
100.00%
Median Rolling Year
24.63%
25.12%
5-Year Rolling Windows Positive
99.16%
—
Market-Cap Mix
L 1% · M 29% · S 69%
—
Number of Stocks
222
—
Portfolio P/E
—
—
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 4.54%
GE Vernova T&D India Ltd · 2.49%
Radico Khaitan Ltd · 2.45%
Acutaas Chemicals Ltd · 2.33%
Nippon Life India Asset Management Ltd · 2.25%
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 · 21.12%
Healthcare · 18.20%
Capital Goods · 14.43%
—
Fixed Fee
—
2.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%