Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
4.61%
6 Months
2.87%
3.41%
1 Year
8.13%
20.00%
3 Years
16.18%
24.29%
5 Years
18.39%
—
Since Inception
20.76%
15.71%
Fund Age
10 yrs
4 yrs 7 mo
AUM
₹12,257.23 Cr
₹129.22 Cr
Alpha – 1 Year
5.15%
15.28%
Alpha – 3 Years
4.29%
12.20%
Information Ratio – 3 Years
0.41
1.16
Volatility – 1 Year
17.45%
22.01%
Volatility – 3 Years
14.35%
22.99%
Beta – 1 Year
0.98
0.67
Beta – 3 Years
0.87
1.00
Sharpe Ratio – 1 Year
0.22
0.70
Sharpe Ratio – 3 Years
0.68
1.11
Worst Rolling Year
-5.58%
13.28%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−13.15%
−27.23%
Recovery Period
92 days
325 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
—
Number of Stocks
40
—
Portfolio P/E
24.82
—
Top 5 Holdings
Cash & Cash Equivalent · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
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
—
—
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%