Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
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
2.31%
4.61%
6 Months
5.51%
3.41%
1 Year
6.39%
20.00%
3 Years
13.57%
24.29%
5 Years
12.29%
—
Since Inception
17.45%
15.71%
Fund Age
16 yrs 9 mo
4 yrs 7 mo
AUM
₹2,223.2 Cr
₹129.22 Cr
Alpha – 1 Year
1.67%
15.28%
Alpha – 3 Years
1.48%
12.20%
Information Ratio – 3 Years
0.57
1.16
Volatility – 1 Year
18.05%
22.01%
Volatility – 3 Years
15.15%
22.99%
Beta – 1 Year
1.02
0.67
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
0.14
0.70
Sharpe Ratio – 3 Years
0.62
1.11
Worst Rolling Year
-5.62%
13.28%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−17.96%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 25% · S 21%
—
Number of Stocks
55
—
Portfolio P/E
35.38
—
Top 5 Holdings
ICICI Bank Ltd · 6.04%
HDFC Bank Ltd · 3.82%
Bharti Airtel Ltd · 3.45%
Reliance Industries Ltd · 3.39%
Shriram Finance Ltd · 3.04%
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)
2% / 0% / 0%
0% / 0% / 0%