Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
4.61%
6 Months
11.47%
3.41%
1 Year
5.40%
20.00%
3 Years
7.77%
24.29%
5 Years
—
—
Since Inception
9.99%
15.71%
Fund Age
4 yrs 9 mo
4 yrs 7 mo
AUM
₹144.91 Cr
₹129.22 Cr
Alpha – 1 Year
0.68%
15.28%
Alpha – 3 Years
−4.32%
12.20%
Information Ratio – 3 Years
0.13
1.16
Volatility – 1 Year
24.35%
22.01%
Volatility – 3 Years
20.17%
22.99%
Beta – 1 Year
1.26
0.67
Beta – 3 Years
1.11
1.00
Sharpe Ratio – 1 Year
0.11
0.70
Sharpe Ratio – 3 Years
0.39
1.11
Worst Rolling Year
7.72%
13.28%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−31.10%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
25.12%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 33% · M 4% · S 58%
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Number of Stocks
15
—
Portfolio P/E
50.52
—
Top 5 Holdings
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
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
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
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Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%