Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
4.61%
6 Months
6.20%
3.41%
1 Year
9.45%
20.00%
3 Years
11.74%
24.29%
5 Years
—
—
Since Inception
12.77%
15.71%
Fund Age
3 yrs 7 mo
4 yrs 7 mo
AUM
₹223.43 Cr
₹129.22 Cr
Alpha – 1 Year
9.88%
15.28%
Alpha – 3 Years
3.17%
12.20%
Information Ratio – 3 Years
0.40
1.16
Volatility – 1 Year
16.24%
22.01%
Volatility – 3 Years
16.22%
22.99%
Beta – 1 Year
0.89
0.67
Beta – 3 Years
1.02
1.00
Sharpe Ratio – 1 Year
0.30
0.70
Sharpe Ratio – 3 Years
0.44
1.11
Worst Rolling Year
11.49%
13.28%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−24.20%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
25.12%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
—
Number of Stocks
96
—
Portfolio P/E
27.01
—
Top 5 Holdings
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
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
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
Fixed Fee
1.35% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%