Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
4.61%
6 Months
3.75%
3.41%
1 Year
−5.76%
20.00%
3 Years
3.98%
24.29%
5 Years
6.05%
—
Since Inception
9.94%
15.71%
Fund Age
7 yrs 9 mo
4 yrs 7 mo
AUM
₹45.09 Cr
₹129.22 Cr
Alpha – 1 Year
−8.74%
15.28%
Alpha – 3 Years
−7.91%
12.20%
Information Ratio – 3 Years
-1.11
1.16
Volatility – 1 Year
21.69%
22.01%
Volatility – 3 Years
18.00%
22.99%
Beta – 1 Year
1.21
0.67
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
-0.42
0.70
Sharpe Ratio – 3 Years
0.01
1.11
Worst Rolling Year
3.08%
13.28%
Value at Worst Rolling Year
₹1.03 Cr
₹1.13 Cr
Deepest Drawdown
−29.01%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.65%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 35% · M 13% · S 51%
—
Number of Stocks
43
—
Portfolio P/E
—
—
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%