Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
4.61%
6 Months
10.86%
3.41%
1 Year
−4.49%
20.00%
3 Years
22.00%
24.29%
5 Years
21.09%
—
Since Inception
7.35%
15.71%
Fund Age
8 yrs 9 mo
4 yrs 7 mo
AUM
₹1,454.75 Cr
₹129.22 Cr
Alpha – 1 Year
−7.47%
15.28%
Alpha – 3 Years
10.11%
12.20%
Information Ratio – 3 Years
0.32
1.16
Volatility – 1 Year
31.30%
22.01%
Volatility – 3 Years
27.30%
22.99%
Beta – 1 Year
1.42
0.67
Beta – 3 Years
1.22
1.00
Sharpe Ratio – 1 Year
-0.18
0.70
Sharpe Ratio – 3 Years
0.66
1.11
Worst Rolling Year
-30.88%
13.28%
Value at Worst Rolling Year
₹0.69 Cr
₹1.13 Cr
Deepest Drawdown
−34.06%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
25.12%
5-Year Rolling Windows Positive
82.61%
—
Market-Cap Mix
L 0% · S 88%
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Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
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
20% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%