Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
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
3.35%
4.61%
6 Months
19.63%
3.41%
1 Year
10.64%
20.00%
3 Years
12.35%
24.29%
5 Years
10.14%
—
Since Inception
15.37%
15.71%
Fund Age
7 yrs 4 mo
4 yrs 7 mo
AUM
₹270.22 Cr
₹129.22 Cr
Alpha – 1 Year
5.92%
15.28%
Alpha – 3 Years
0.26%
12.20%
Information Ratio – 3 Years
0.03
1.16
Volatility – 1 Year
18.45%
22.01%
Volatility – 3 Years
15.68%
22.99%
Beta – 1 Year
0.92
0.67
Beta – 3 Years
0.90
1.00
Sharpe Ratio – 1 Year
0.35
0.70
Sharpe Ratio – 3 Years
0.49
1.11
Worst Rolling Year
6.65%
13.28%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−22.78%
−27.23%
Recovery Period
153 days
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
25.12%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 27% · M 25% · S 36%
—
Number of Stocks
44
—
Portfolio P/E
41.34
—
Top 5 Holdings
Gabriel India Ltd · 6.47%
Aditya Infotech Ltd · 5.17%
Global Health Ltd · 5.14%
Timex Group India Ltd · 4.27%
Divis Laboratories Ltd · 3.46%
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%