Portfolio Management Services (PMS)Compare Schemes
First Global - Indian Multi Asset Allocation vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
First Global - Indian Multi Asset Allocation
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.49%
4.61%
6 Months
−0.27%
3.41%
1 Year
7.71%
20.00%
3 Years
8.88%
24.29%
5 Years
8.76%
—
Since Inception
13.52%
15.71%
Fund Age
6 yrs 6 mo
4 yrs 7 mo
AUM
₹23.87 Cr
₹129.22 Cr
Alpha – 1 Year
0.17%
15.28%
Alpha – 3 Years
−2.38%
12.20%
Information Ratio – 3 Years
-0.16
1.16
Volatility – 1 Year
13.29%
22.01%
Volatility – 3 Years
12.09%
22.99%
Beta – 1 Year
1.31
0.67
Beta – 3 Years
1.39
1.00
Sharpe Ratio – 1 Year
0.23
0.70
Sharpe Ratio – 3 Years
0.33
1.11
Worst Rolling Year
8.03%
13.28%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−16.96%
−27.23%
Recovery Period
334 days
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.50%
25.12%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
66
—
Portfolio P/E
19.43
—
Top 5 Holdings
Nippon India ETF Gold BeES · 6.41%
ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%
ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%
ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%
Nippon India ETF Nifty Bank BeES · 4.01%
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
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%