Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 6.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
4.61%
6 Months
1.97%
3.41%
1 Year
4.21%
20.00%
3 Years
4.52%
24.29%
5 Years
4.00%
—
Since Inception
3.68%
15.71%
Fund Age
5 yrs 7 mo
4 yrs 7 mo
AUM
₹36.08 Cr
₹129.22 Cr
Alpha – 1 Year
−1.09%
15.28%
Alpha – 3 Years
−2.40%
12.20%
Information Ratio – 3 Years
—
1.16
Volatility – 1 Year
0.13%
22.01%
Volatility – 3 Years
0.18%
22.99%
Beta – 1 Year
0.00
0.67
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-8.15
0.70
Sharpe Ratio – 3 Years
-4.58
1.11
Worst Rolling Year
2.94%
13.28%
Value at Worst Rolling Year
₹1.03 Cr
₹1.13 Cr
Deepest Drawdown
—
−27.23%
Recovery Period
—
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
4.38%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
1
—
Portfolio P/E
—
—
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
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
Others · 100.00%
—
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%