Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
4.61%
6 Months
−1.81%
3.41%
1 Year
5.85%
20.00%
3 Years
8.65%
24.29%
5 Years
7.90%
—
Since Inception
16.09%
15.71%
Fund Age
16 yrs 4 mo
4 yrs 7 mo
AUM
₹22.08 Cr
₹129.22 Cr
Alpha – 1 Year
6.20%
15.28%
Alpha – 3 Years
−0.35%
12.20%
Information Ratio – 3 Years
0.11
1.16
Volatility – 1 Year
17.32%
22.01%
Volatility – 3 Years
15.11%
22.99%
Beta – 1 Year
0.79
0.67
Beta – 3 Years
0.87
1.00
Sharpe Ratio – 1 Year
0.10
0.70
Sharpe Ratio – 3 Years
0.36
1.11
Worst Rolling Year
0.88%
13.28%
Value at Worst Rolling Year
₹1.01 Cr
₹1.13 Cr
Deepest Drawdown
−17.79%
−27.23%
Recovery Period
297 days
325 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 47%
—
Number of Stocks
37
—
Portfolio P/E
45.09
—
Top 5 Holdings
Cash & Cash Equivalent · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
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 · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%