Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Pipe Portfolio vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Pipe Portfolio
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
3.18%
4.61%
6 Months
10.33%
3.41%
1 Year
12.88%
20.00%
3 Years
16.20%
24.29%
5 Years
21.51%
—
Since Inception
24.95%
15.71%
Fund Age
6 yrs 11 mo
4 yrs 7 mo
AUM
₹7,993.92 Cr
₹129.22 Cr
Alpha – 1 Year
8.16%
15.28%
Alpha – 3 Years
4.11%
12.20%
Information Ratio – 3 Years
0.49
1.16
Volatility – 1 Year
18.08%
22.01%
Volatility – 3 Years
17.36%
22.99%
Beta – 1 Year
0.97
0.67
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
0.46
0.70
Sharpe Ratio – 3 Years
0.65
1.11
Worst Rolling Year
16.21%
13.28%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−22.83%
−27.23%
Recovery Period
472 days
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.09%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 14% · S 84%
—
Number of Stocks
41
—
Portfolio P/E
23.80
—
Top 5 Holdings
Sarda Energy & Minerals Ltd · 4.39%
Honasa Consumer Ltd · 4.32%
Vardhman Textiles Ltd · 4.08%
FSN E-Commerce Ventures Ltd · 3.75%
Usha Martin Ltd · 3.68%
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)
3% / 2% / 1%
0% / 0% / 0%