Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.56%
4.61%
6 Months
14.31%
3.41%
1 Year
23.04%
20.00%
3 Years
17.41%
24.29%
5 Years
14.44%
—
Since Inception
16.04%
15.71%
Fund Age
5 yrs 2 mo
4 yrs 7 mo
AUM
₹246.55 Cr
₹129.22 Cr
Alpha – 1 Year
18.32%
15.28%
Alpha – 3 Years
5.32%
12.20%
Information Ratio – 3 Years
0.69
1.16
Volatility – 1 Year
16.66%
22.01%
Volatility – 3 Years
14.65%
22.99%
Beta – 1 Year
0.91
0.67
Beta – 3 Years
0.83
1.00
Sharpe Ratio – 1 Year
1.02
0.70
Sharpe Ratio – 3 Years
0.82
1.11
Worst Rolling Year
13.49%
13.28%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−17.20%
−27.23%
Recovery Period
198 days
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 31% · M 25% · S 41%
—
Number of Stocks
33
—
Portfolio P/E
48.70
—
Top 5 Holdings
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
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 · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
—
Fixed Fee
2.25% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%