Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
4.61%
6 Months
−7.08%
3.41%
1 Year
−4.02%
20.00%
3 Years
1.10%
24.29%
5 Years
2.02%
—
Since Inception
13.04%
15.71%
Fund Age
17 yrs 10 mo
4 yrs 7 mo
AUM
₹50.53 Cr
₹129.22 Cr
Alpha – 1 Year
−3.59%
15.28%
Alpha – 3 Years
−7.46%
12.20%
Information Ratio – 3 Years
-1.28
1.16
Volatility – 1 Year
16.65%
22.01%
Volatility – 3 Years
15.47%
22.99%
Beta – 1 Year
1.04
0.67
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
-0.49
0.70
Sharpe Ratio – 3 Years
-0.20
1.11
Worst Rolling Year
-4.00%
13.28%
Value at Worst Rolling Year
₹0.96 Cr
₹1.13 Cr
Deepest Drawdown
−23.28%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 74% · M 13% · S 9%
—
Number of Stocks
15
—
Portfolio P/E
27.97
—
Top 5 Holdings
—
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 · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
—
Fixed Fee
—
2.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%