Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
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
0.87%
4.61%
6 Months
10.71%
3.41%
1 Year
14.18%
20.00%
3 Years
22.17%
24.29%
5 Years
23.46%
—
Since Inception
19.11%
15.71%
Fund Age
8 yrs
4 yrs 7 mo
AUM
₹120.99 Cr
₹129.22 Cr
Alpha – 1 Year
9.46%
15.28%
Alpha – 3 Years
10.08%
12.20%
Information Ratio – 3 Years
0.87
1.16
Volatility – 1 Year
18.02%
22.01%
Volatility – 3 Years
20.69%
22.99%
Beta – 1 Year
1.00
0.67
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.53
0.70
Sharpe Ratio – 3 Years
0.83
1.11
Worst Rolling Year
9.94%
13.28%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−25.91%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 23% · S 47%
—
Number of Stocks
19
—
Portfolio P/E
29.90
—
Top 5 Holdings
Cash & Cash Equivalent · 14.64%
Piramal Pharma Ltd · 6.93%
Reliance Industries Ltd · 6.83%
Havells India Ltd · 5.96%
Quess Corp Ltd · 5.31%
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 · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
—
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%