Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
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
5.36%
4.61%
6 Months
17.83%
3.41%
1 Year
22.60%
20.00%
3 Years
18.89%
24.29%
5 Years
16.73%
—
Since Inception
18.63%
15.71%
Fund Age
5 yrs 2 mo
4 yrs 7 mo
AUM
₹146.97 Cr
₹129.22 Cr
Alpha – 1 Year
17.88%
15.28%
Alpha – 3 Years
6.80%
12.20%
Information Ratio – 3 Years
0.75
1.16
Volatility – 1 Year
20.18%
22.01%
Volatility – 3 Years
16.94%
22.99%
Beta – 1 Year
1.05
0.67
Beta – 3 Years
0.94
1.00
Sharpe Ratio – 1 Year
0.85
0.70
Sharpe Ratio – 3 Years
0.80
1.11
Worst Rolling Year
15.50%
13.28%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−17.05%
−27.23%
Recovery Period
199 days
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 19% · S 58%
—
Number of Stocks
32
—
Portfolio P/E
39.10
—
Top 5 Holdings
Laurus Labs Ltd · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
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 · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
—
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%