Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
4.61%
6 Months
25.00%
3.41%
1 Year
17.14%
20.00%
3 Years
16.20%
24.29%
5 Years
15.34%
—
Since Inception
19.60%
15.71%
Fund Age
7 yrs 3 mo
4 yrs 7 mo
AUM
₹127.23 Cr
₹129.22 Cr
Alpha – 1 Year
12.42%
15.28%
Alpha – 3 Years
4.43%
12.20%
Information Ratio – 3 Years
0.38
1.16
Volatility – 1 Year
23.12%
22.01%
Volatility – 3 Years
20.20%
22.99%
Beta – 1 Year
1.18
0.67
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.56
0.70
Sharpe Ratio – 3 Years
0.61
1.11
Worst Rolling Year
13.55%
13.28%
Value at Worst Rolling Year
₹1.14 Cr
₹1.13 Cr
Deepest Drawdown
−26.74%
−27.23%
Recovery Period
143 days
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 19% · S 50%
—
Number of Stocks
101
—
Portfolio P/E
52.20
—
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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 · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
—
Fixed Fee
1.00% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%