Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Dynamic vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Dynamic
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.38%
4.61%
6 Months
7.13%
3.41%
1 Year
11.04%
20.00%
3 Years
7.66%
24.29%
5 Years
8.70%
—
Since Inception
14.13%
15.71%
Fund Age
6 yrs 10 mo
4 yrs 7 mo
AUM
₹3.45 Cr
₹129.22 Cr
Alpha – 1 Year
8.06%
15.28%
Alpha – 3 Years
−4.24%
12.20%
Information Ratio – 3 Years
-0.53
1.16
Volatility – 1 Year
15.44%
22.01%
Volatility – 3 Years
15.96%
22.99%
Beta – 1 Year
0.84
0.67
Beta – 3 Years
0.91
1.00
Sharpe Ratio – 1 Year
0.40
0.70
Sharpe Ratio – 3 Years
0.20
1.11
Worst Rolling Year
3.12%
13.28%
Value at Worst Rolling Year
₹1.03 Cr
₹1.13 Cr
Deepest Drawdown
−27.30%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.45%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 64% · M 36%
—
Number of Stocks
23
—
Portfolio P/E
34.11
—
Top 5 Holdings
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
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
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
—
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%