Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
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
4.30%
4.61%
6 Months
9.50%
3.41%
1 Year
10.30%
20.00%
3 Years
13.40%
24.29%
5 Years
13.85%
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Since Inception
12.90%
15.71%
Fund Age
19 yrs 8 mo
4 yrs 7 mo
AUM
₹295.65 Cr
₹129.22 Cr
Alpha – 1 Year
5.60%
15.28%
Alpha – 3 Years
1.30%
12.20%
Information Ratio – 3 Years
0.46
1.16
Volatility – 1 Year
20.18%
22.01%
Volatility – 3 Years
17.30%
22.99%
Beta – 1 Year
1.09
0.67
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.32
0.70
Sharpe Ratio – 3 Years
0.49
1.11
Worst Rolling Year
-20.52%
13.28%
Value at Worst Rolling Year
₹0.79 Cr
₹1.13 Cr
Deepest Drawdown
−12.92%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
25.12%
5-Year Rolling Windows Positive
98.31%
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Market-Cap Mix
L 21% · M 15% · S 62%
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Number of Stocks
—
—
Portfolio P/E
—
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Top 5 Holdings
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%