Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.97%
4.61%
6 Months
6.33%
3.41%
1 Year
−0.99%
20.00%
3 Years
6.26%
24.29%
5 Years
6.47%
—
Since Inception
5.18%
15.71%
Fund Age
19 yrs 5 mo
4 yrs 7 mo
AUM
₹95.89 Cr
₹129.22 Cr
Alpha – 1 Year
2.51%
15.28%
Alpha – 3 Years
−2.73%
12.20%
Information Ratio – 3 Years
-0.10
1.16
Volatility – 1 Year
20.93%
22.01%
Volatility – 3 Years
17.77%
22.99%
Beta – 1 Year
1.14
0.67
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
-0.20
0.70
Sharpe Ratio – 3 Years
0.23
1.11
Worst Rolling Year
-21.50%
13.28%
Value at Worst Rolling Year
₹0.79 Cr
₹1.13 Cr
Deepest Drawdown
−30.66%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
74.63%
100.00%
Median Rolling Year
10.39%
25.12%
5-Year Rolling Windows Positive
82.76%
—
Market-Cap Mix
L 77% · M 12% · S 11%
—
Number of Stocks
57
—
Portfolio P/E
—
—
Top 5 Holdings
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
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 · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
—
Fixed Fee
2.00% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%