Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
4.61%
6 Months
24.60%
3.41%
1 Year
7.56%
20.00%
3 Years
20.98%
24.29%
5 Years
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—
Since Inception
24.10%
15.71%
Fund Age
4 yrs 4 mo
4 yrs 7 mo
AUM
₹3.89 Cr
₹129.22 Cr
Alpha – 1 Year
4.58%
15.28%
Alpha – 3 Years
9.08%
12.20%
Information Ratio – 3 Years
0.07
1.16
Volatility – 1 Year
32.74%
22.01%
Volatility – 3 Years
27.24%
22.99%
Beta – 1 Year
1.49
0.67
Beta – 3 Years
1.30
1.00
Sharpe Ratio – 1 Year
0.20
0.70
Sharpe Ratio – 3 Years
0.49
1.11
Worst Rolling Year
17.91%
13.28%
Value at Worst Rolling Year
₹1.18 Cr
₹1.13 Cr
Deepest Drawdown
−34.40%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
25.12%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
27
—
Portfolio P/E
52.77
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Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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
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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%