Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.81%
4.61%
6 Months
9.83%
3.41%
1 Year
13.53%
20.00%
3 Years
28.65%
24.29%
5 Years
30.15%
—
Since Inception
22.72%
15.71%
Fund Age
8 yrs 8 mo
4 yrs 7 mo
AUM
₹1,835.92 Cr
₹129.22 Cr
Alpha – 1 Year
8.81%
15.28%
Alpha – 3 Years
16.56%
12.20%
Information Ratio – 3 Years
1.28
1.16
Volatility – 1 Year
19.12%
22.01%
Volatility – 3 Years
18.89%
22.99%
Beta – 1 Year
0.96
0.67
Beta – 3 Years
0.91
1.00
Sharpe Ratio – 1 Year
0.47
0.70
Sharpe Ratio – 3 Years
1.16
1.11
Worst Rolling Year
-6.00%
13.28%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−13.66%
−27.23%
Recovery Period
411 days
325 days
1-Year Rolling Windows Positive
97.32%
100.00%
Median Rolling Year
40.41%
25.12%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 24% · M 10% · S 45%
—
Number of Stocks
—
—
Portfolio P/E
—
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Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences 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
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
—
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%