Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE 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
4.88%
4.61%
6 Months
21.32%
3.41%
1 Year
24.13%
20.00%
3 Years
24.49%
24.29%
5 Years
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Since Inception
27.33%
15.71%
Fund Age
4 yrs 10 mo
4 yrs 7 mo
AUM
₹3,911.89 Cr
₹129.22 Cr
Alpha – 1 Year
19.41%
15.28%
Alpha – 3 Years
12.41%
12.20%
Information Ratio – 3 Years
1.08
1.16
Volatility – 1 Year
23.48%
22.01%
Volatility – 3 Years
21.23%
22.99%
Beta – 1 Year
1.26
0.67
Beta – 3 Years
1.19
1.00
Sharpe Ratio – 1 Year
0.81
0.70
Sharpe Ratio – 3 Years
0.90
1.11
Worst Rolling Year
22.93%
13.28%
Value at Worst Rolling Year
₹1.23 Cr
₹1.13 Cr
Deepest Drawdown
−20.36%
−27.23%
Recovery Period
122 days
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
25.12%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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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
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Fixed Fee
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2.75% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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0% / 0% / 0%