Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio 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
2.00%
4.61%
6 Months
4.51%
3.41%
1 Year
15.12%
20.00%
3 Years
22.90%
24.29%
5 Years
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—
Since Inception
24.96%
15.71%
Fund Age
4 yrs 7 mo
4 yrs 7 mo
AUM
₹136 Cr
₹129.22 Cr
Alpha – 1 Year
10.40%
15.28%
Alpha – 3 Years
10.82%
12.20%
Information Ratio – 3 Years
1.17
1.16
Volatility – 1 Year
19.24%
22.01%
Volatility – 3 Years
20.81%
22.99%
Beta – 1 Year
1.07
0.67
Beta – 3 Years
1.25
1.00
Sharpe Ratio – 1 Year
0.55
0.70
Sharpe Ratio – 3 Years
0.85
1.11
Worst Rolling Year
21.90%
13.28%
Value at Worst Rolling Year
₹1.22 Cr
₹1.13 Cr
Deepest Drawdown
−25.24%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
25.12%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 53% · M 22% · S 20%
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Number of Stocks
18
—
Portfolio P/E
27.00
—
Top 5 Holdings
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
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
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Fixed Fee
1.75% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%