Portfolio Management Services (PMS)Compare Schemes
GREEN PORTFOLIO - The Green Ethical Fund vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
GREEN PORTFOLIO - The Green Ethical Fund
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.65%
4.61%
6 Months
36.06%
3.41%
1 Year
18.40%
20.00%
3 Years
—
24.29%
5 Years
—
—
Since Inception
10.79%
15.71%
Fund Age
2 yrs 1 mo
4 yrs 7 mo
AUM
₹36.18 Cr
₹129.22 Cr
Alpha – 1 Year
15.42%
15.28%
Alpha – 3 Years
—
12.20%
Information Ratio – 3 Years
—
1.16
Volatility – 1 Year
30.13%
22.01%
Volatility – 3 Years
—
22.99%
Beta – 1 Year
1.44
0.67
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.51
0.70
Sharpe Ratio – 3 Years
—
1.11
Worst Rolling Year
—
13.28%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−21.62%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.12%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 28% · M 20% · S 30%
—
Number of Stocks
41
—
Portfolio P/E
38.26
—
Top 5 Holdings
Cash & Cash Equivalent · 8.37%
HFCL Ltd · 8.02%
Bharat Forge Ltd · 5.67%
Kalyani Steels Ltd · 4.38%
Steel Strips Wheels Ltd · 4.28%
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%