Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
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
2.75%
4.61%
6 Months
26.95%
3.41%
1 Year
13.12%
20.00%
3 Years
17.80%
24.29%
5 Years
15.04%
—
Since Inception
22.70%
15.71%
Fund Age
8 yrs
4 yrs 7 mo
AUM
₹357.26 Cr
₹129.22 Cr
Alpha – 1 Year
10.14%
15.28%
Alpha – 3 Years
5.90%
12.20%
Information Ratio – 3 Years
0.31
1.16
Volatility – 1 Year
32.38%
22.01%
Volatility – 3 Years
25.45%
22.99%
Beta – 1 Year
1.68
0.67
Beta – 3 Years
1.37
1.00
Sharpe Ratio – 1 Year
0.36
0.70
Sharpe Ratio – 3 Years
0.56
1.11
Worst Rolling Year
11.19%
13.28%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−26.50%
−27.23%
Recovery Period
80 days
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
—
Number of Stocks
42
—
Portfolio P/E
42.01
—
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
2.25% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%