Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
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
−2.58%
4.61%
6 Months
1.87%
3.41%
1 Year
8.68%
20.00%
3 Years
16.60%
24.29%
5 Years
15.36%
—
Since Inception
12.51%
15.71%
Fund Age
8 yrs 8 mo
4 yrs 7 mo
AUM
₹4.55 Cr
₹129.22 Cr
Alpha – 1 Year
3.96%
15.28%
Alpha – 3 Years
4.51%
12.20%
Information Ratio – 3 Years
0.64
1.16
Volatility – 1 Year
15.98%
22.01%
Volatility – 3 Years
15.76%
22.99%
Beta – 1 Year
0.87
0.67
Beta – 3 Years
0.94
1.00
Sharpe Ratio – 1 Year
0.27
0.70
Sharpe Ratio – 3 Years
0.72
1.11
Worst Rolling Year
1.47%
13.28%
Value at Worst Rolling Year
₹1.01 Cr
₹1.13 Cr
Deepest Drawdown
−17.84%
−27.23%
Recovery Period
136 days
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 68% · M 14% · S 12%
—
Number of Stocks
14
—
Portfolio P/E
31.16
—
Top 5 Holdings
Cash & Cash Equivalent · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
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
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
—
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%