Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.12%
4.61%
6 Months
0.68%
3.41%
1 Year
2.50%
20.00%
3 Years
—
24.29%
5 Years
—
—
Since Inception
6.43%
15.71%
Fund Age
2 yrs 6 mo
4 yrs 7 mo
AUM
₹15.34 Cr
₹129.22 Cr
Alpha – 1 Year
2.93%
15.28%
Alpha – 3 Years
—
12.20%
Information Ratio – 3 Years
—
1.16
Volatility – 1 Year
16.79%
22.01%
Volatility – 3 Years
—
22.99%
Beta – 1 Year
1.03
0.67
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.10
0.70
Sharpe Ratio – 3 Years
—
1.11
Worst Rolling Year
—
13.28%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−14.37%
−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 78% · M 15% · S 0%
—
Number of Stocks
43
—
Portfolio P/E
21.71
—
Top 5 Holdings
Cash & Cash Equivalent · 6.34%
Trent Ltd · 2.91%
GAIL (India) Ltd · 2.91%
Bosch Ltd · 2.81%
Tata Consultancy Services Ltd · 2.72%
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 · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
—
Fixed Fee
0.90% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%