Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
4.61%
6 Months
6.05%
3.41%
1 Year
15.36%
20.00%
3 Years
—
24.29%
5 Years
—
—
Since Inception
17.53%
15.71%
Fund Age
2 yrs 10 mo
4 yrs 7 mo
AUM
₹1.33 Cr
₹129.22 Cr
Alpha – 1 Year
15.71%
15.28%
Alpha – 3 Years
—
12.20%
Information Ratio – 3 Years
—
1.16
Volatility – 1 Year
15.48%
22.01%
Volatility – 3 Years
—
22.99%
Beta – 1 Year
0.83
0.67
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.66
0.70
Sharpe Ratio – 3 Years
—
1.11
Worst Rolling Year
—
13.28%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−10.68%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.12%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 10% · S 0%
—
Number of Stocks
7
—
Portfolio P/E
—
—
Top 5 Holdings
Motilal Oswal NASDAQ-100 ETF · 23.79%
ICICI Pru Nifty 100 Low Volatility 30 ETF · 19.45%
HDFC NIFTY200 Momentum 30 ETF · 18.81%
Nippon India ETF Nifty 50 BeES · 16.82%
ICICI Pru Gold ETF · 7.83%
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 · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
—
Fixed Fee
0.75% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
0% / 0% / 0%