Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.70%
4.61%
6 Months
9.08%
3.41%
1 Year
−2.99%
20.00%
3 Years
5.96%
24.29%
5 Years
8.08%
—
Since Inception
15.75%
15.71%
Fund Age
7 yrs 2 mo
4 yrs 7 mo
AUM
₹61.93 Cr
₹129.22 Cr
Alpha – 1 Year
−7.71%
15.28%
Alpha – 3 Years
−6.13%
12.20%
Information Ratio – 3 Years
-0.39
1.16
Volatility – 1 Year
26.39%
22.01%
Volatility – 3 Years
21.38%
22.99%
Beta – 1 Year
1.37
0.67
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
-0.20
0.70
Sharpe Ratio – 3 Years
0.18
1.11
Worst Rolling Year
5.04%
13.28%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−33.64%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 2% · M 12% · S 82%
—
Number of Stocks
24
—
Portfolio P/E
41.54
—
Top 5 Holdings
Cash & Cash Equivalent · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
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
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
—
Fixed Fee
2.75% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%