Portfolio Management Services (PMS)Compare Schemes
HDFC - All Cap Portfolio - DPMS vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
HDFC - All Cap Portfolio - DPMS
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.12%
4.61%
6 Months
−0.35%
3.41%
1 Year
−1.07%
20.00%
3 Years
9.62%
24.29%
5 Years
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Since Inception
13.16%
15.71%
Fund Age
4 yrs 2 mo
4 yrs 7 mo
AUM
₹52.82 Cr
₹129.22 Cr
Alpha – 1 Year
−5.79%
15.28%
Alpha – 3 Years
−2.47%
12.20%
Information Ratio – 3 Years
-0.56
1.16
Volatility – 1 Year
17.26%
22.01%
Volatility – 3 Years
15.97%
22.99%
Beta – 1 Year
0.98
0.67
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
-0.29
0.70
Sharpe Ratio – 3 Years
0.28
1.11
Worst Rolling Year
9.59%
13.28%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−18.05%
−27.23%
Recovery Period
131 days
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.96%
25.12%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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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
1.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%