Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Crescendo vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Crescendo
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.44%
4.61%
6 Months
4.18%
3.41%
1 Year
—
20.00%
3 Years
—
24.29%
5 Years
—
—
Since Inception
2.71%
15.71%
Fund Age
7 mo
4 yrs 7 mo
AUM
₹2.64 Cr
₹129.22 Cr
Alpha – 1 Year
—
15.28%
Alpha – 3 Years
—
12.20%
Information Ratio – 3 Years
—
1.16
Volatility – 1 Year
—
22.01%
Volatility – 3 Years
—
22.99%
Beta – 1 Year
—
0.67
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
—
0.70
Sharpe Ratio – 3 Years
—
1.11
Worst Rolling Year
—
13.28%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−27.23%
Recovery Period
—
325 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.12%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 51% · M 44% · S 1%
—
Number of Stocks
24
—
Portfolio P/E
41.79
—
Top 5 Holdings
Laurus Labs Ltd · 5.78%
Federal Bank Ltd · 5.27%
Radico Khaitan Ltd · 5.25%
Adani Energy Solutions Ltd · 5.03%
Bharat Heavy Electricals Ltd · 5.02%
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 · 28.65%
Capital Goods · 22.89%
Metals & Mining · 14.53%
—
Fixed Fee
2.00% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%