Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
4.61%
6 Months
−5.56%
3.41%
1 Year
34.70%
20.00%
3 Years
27.41%
24.29%
5 Years
32.51%
—
Since Inception
32.15%
15.71%
Fund Age
13 yrs 6 mo
4 yrs 7 mo
AUM
₹2,318.72 Cr
₹129.22 Cr
Alpha – 1 Year
35.05%
15.28%
Alpha – 3 Years
18.41%
12.20%
Information Ratio – 3 Years
1.03
1.16
Volatility – 1 Year
21.67%
22.01%
Volatility – 3 Years
15.53%
22.99%
Beta – 1 Year
0.28
0.67
Beta – 3 Years
0.35
1.00
Sharpe Ratio – 1 Year
1.24
0.70
Sharpe Ratio – 3 Years
1.31
1.11
Worst Rolling Year
-17.36%
13.28%
Value at Worst Rolling Year
₹0.83 Cr
₹1.13 Cr
Deepest Drawdown
−21.72%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · M 6% · S 13%
—
Number of Stocks
9
—
Portfolio P/E
14.68
—
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
—
Fixed Fee
2.00% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%