Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Alpha Fund vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Green Lantern - Alpha Fund
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.10%
4.61%
6 Months
6.51%
3.41%
1 Year
15.14%
20.00%
3 Years
23.23%
24.29%
5 Years
23.21%
—
Since Inception
29.55%
15.71%
Fund Age
6 yrs 6 mo
4 yrs 7 mo
AUM
₹66.34 Cr
₹129.22 Cr
Alpha – 1 Year
10.42%
15.28%
Alpha – 3 Years
11.14%
12.20%
Information Ratio – 3 Years
1.31
1.16
Volatility – 1 Year
19.62%
22.01%
Volatility – 3 Years
17.58%
22.99%
Beta – 1 Year
1.01
0.67
Beta – 3 Years
1.01
1.00
Sharpe Ratio – 1 Year
0.54
0.70
Sharpe Ratio – 3 Years
0.98
1.11
Worst Rolling Year
23.09%
13.28%
Value at Worst Rolling Year
₹1.23 Cr
₹1.13 Cr
Deepest Drawdown
−16.37%
−27.23%
Recovery Period
308 days
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
34.82%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 14% · S 34%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
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 · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
—
Fixed Fee
1.50% / yr
2.75% / yr
Performance Fee / Plan
12% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%