Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
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
1.41%
4.61%
6 Months
13.18%
3.41%
1 Year
2.91%
20.00%
3 Years
14.27%
24.29%
5 Years
—
—
Since Inception
11.83%
15.71%
Fund Age
4 yrs 11 mo
4 yrs 7 mo
AUM
₹31.01 Cr
₹129.22 Cr
Alpha – 1 Year
−1.81%
15.28%
Alpha – 3 Years
2.18%
12.20%
Information Ratio – 3 Years
0.24
1.16
Volatility – 1 Year
18.67%
22.01%
Volatility – 3 Years
17.11%
22.99%
Beta – 1 Year
0.97
0.67
Beta – 3 Years
0.95
1.00
Sharpe Ratio – 1 Year
-0.04
0.70
Sharpe Ratio – 3 Years
0.56
1.11
Worst Rolling Year
12.64%
13.28%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−24.73%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
25.12%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 30% · S 33%
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Number of Stocks
26
—
Portfolio P/E
54.84
—
Top 5 Holdings
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
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
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
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Fixed Fee
—
2.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%