Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
4.61%
6 Months
0.50%
3.41%
1 Year
6.34%
20.00%
3 Years
19.74%
24.29%
5 Years
16.62%
—
Since Inception
20.10%
15.71%
Fund Age
6 yrs 1 mo
4 yrs 7 mo
AUM
₹56.91 Cr
₹129.22 Cr
Alpha – 1 Year
1.64%
15.28%
Alpha – 3 Years
7.64%
12.20%
Information Ratio – 3 Years
0.90
1.16
Volatility – 1 Year
16.52%
22.01%
Volatility – 3 Years
17.18%
22.99%
Beta – 1 Year
0.89
0.67
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.14
0.70
Sharpe Ratio – 3 Years
0.84
1.11
Worst Rolling Year
18.93%
13.28%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
−18.72%
−27.23%
Recovery Period
245 days
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.30%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 59% · M 40%
—
Number of Stocks
20
—
Portfolio P/E
27.00
—
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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 · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
—
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%