Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
4.61%
6 Months
14.94%
3.41%
1 Year
8.00%
20.00%
3 Years
—
24.29%
5 Years
—
—
Since Inception
8.49%
15.71%
Fund Age
14 mo
4 yrs 7 mo
AUM
₹41.73 Cr
₹129.22 Cr
Alpha – 1 Year
5.02%
15.28%
Alpha – 3 Years
—
12.20%
Information Ratio – 3 Years
—
1.16
Volatility – 1 Year
27.44%
22.01%
Volatility – 3 Years
—
22.99%
Beta – 1 Year
1.39
0.67
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.20
0.70
Sharpe Ratio – 3 Years
—
1.11
Worst Rolling Year
—
13.28%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−15.11%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.12%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
—
Number of Stocks
49
—
Portfolio P/E
37.54
—
Top 5 Holdings
Welspun Corp Ltd · 11.69%
Vedanta Oil and Gas Ltd · 9.44%
Graphite India Ltd · 6.09%
Asian Energy Services Ltd · 5.93%
NBCC (India) Ltd · 5.81%
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 · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%