Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
4.61%
6 Months
11.19%
3.41%
1 Year
4.47%
20.00%
3 Years
14.82%
24.29%
5 Years
12.64%
—
Since Inception
13.38%
15.71%
Fund Age
19 yrs
4 yrs 7 mo
AUM
₹1,249 Cr
₹129.22 Cr
Alpha – 1 Year
4.82%
15.28%
Alpha – 3 Years
5.82%
12.20%
Information Ratio – 3 Years
0.87
1.16
Volatility – 1 Year
21.24%
22.01%
Volatility – 3 Years
17.51%
22.99%
Beta – 1 Year
1.09
0.67
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.05
0.70
Sharpe Ratio – 3 Years
0.69
1.11
Worst Rolling Year
—
13.28%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−27.23%
Recovery Period
—
325 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.12%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 40% · M 40% · S 15%
—
Number of Stocks
25
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
—
—
Fixed Fee
2.00% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%