Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
4.61%
6 Months
43.59%
3.41%
1 Year
46.18%
20.00%
3 Years
—
24.29%
5 Years
—
—
Since Inception
25.82%
15.71%
Fund Age
2 yrs 11 mo
4 yrs 7 mo
AUM
₹392.78 Cr
₹129.22 Cr
Alpha – 1 Year
41.46%
15.28%
Alpha – 3 Years
—
12.20%
Information Ratio – 3 Years
—
1.16
Volatility – 1 Year
26.76%
22.01%
Volatility – 3 Years
20.33%
22.99%
Beta – 1 Year
1.20
0.67
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
1.36
0.70
Sharpe Ratio – 3 Years
1.02
1.11
Worst Rolling Year
—
13.28%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−20.83%
−27.23%
Recovery Period
254 days
325 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.12%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 21% · S 59%
—
Number of Stocks
21
—
Portfolio P/E
44.70
—
Top 5 Holdings
Timex Group India Ltd · 10.06%
Aditya Infotech Ltd · 8.23%
Syrma SGS Technology Ltd · 7.07%
BSE Ltd · 5.61%
Sansera Engineering Ltd · 5.47%
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
1.50% / yr
2.75% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
0% / 0% / 0%