Portfolio Management Services (PMS)Compare Schemes
Citrus -Wealth Fusion Fund vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Citrus -Wealth Fusion Fund
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.61%
3.74%
6 Months
5.28%
1.17%
1 Year
11.57%
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
9.17%
16.58%
Fund Age
15 mo
4 yrs 5 mo
AUM
₹6.05 Cr
₹72.15 Cr
Alpha – 1 Year
11.92%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
—
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
—
−22.14%
Recovery Period
—
301 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.99%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 51% · M 20% · S 14%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
ICICI Pru Large Cap Fund (G) · 9.30%
Invesco India Large & Mid Cap Fund (G) · 7.50%
HDFC Mid Cap Fund - Direct (G) · 7.20%
ICICI Bank Ltd · 2.20%
Larsen & Toubro Ltd · 2.05%
—
Top Sectors
—
—
Fixed Fee
1.75% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%