Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
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
−0.92%
4.61%
6 Months
32.15%
3.41%
1 Year
16.77%
20.00%
3 Years
19.00%
24.29%
5 Years
20.10%
—
Since Inception
27.01%
15.71%
Fund Age
6 yrs 10 mo
4 yrs 7 mo
AUM
₹247.64 Cr
₹129.22 Cr
Alpha – 1 Year
13.79%
15.28%
Alpha – 3 Years
7.10%
12.20%
Information Ratio – 3 Years
0.30
1.16
Volatility – 1 Year
39.13%
22.01%
Volatility – 3 Years
29.47%
22.99%
Beta – 1 Year
1.87
0.67
Beta – 3 Years
1.36
1.00
Sharpe Ratio – 1 Year
0.42
0.70
Sharpe Ratio – 3 Years
0.55
1.11
Worst Rolling Year
15.03%
13.28%
Value at Worst Rolling Year
₹1.15 Cr
₹1.13 Cr
Deepest Drawdown
−35.86%
−27.23%
Recovery Period
94 days
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 80%
—
Number of Stocks
42
—
Portfolio P/E
42.30
—
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%