Portfolio Management Services (PMS)Compare Schemes
Magadh - Future Stars vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Magadh - Future Stars
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
3.10%
4.61%
6 Months
4.24%
3.41%
1 Year
17.00%
20.00%
3 Years
21.79%
24.29%
5 Years
20.77%
—
Since Inception
20.65%
15.71%
Fund Age
5 yrs
4 yrs 7 mo
AUM
₹88.27 Cr
₹129.22 Cr
Alpha – 1 Year
12.28%
15.28%
Alpha – 3 Years
9.70%
12.20%
Information Ratio – 3 Years
1.38
1.16
Volatility – 1 Year
20.96%
22.01%
Volatility – 3 Years
18.52%
22.99%
Beta – 1 Year
1.12
0.67
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.60
0.70
Sharpe Ratio – 3 Years
1.04
1.11
Worst Rolling Year
21.72%
13.28%
Value at Worst Rolling Year
₹1.22 Cr
₹1.13 Cr
Deepest Drawdown
−18.76%
−27.23%
Recovery Period
428 days
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.26%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 45% · S 35%
—
Number of Stocks
25
—
Portfolio P/E
27.45
—
Top 5 Holdings
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
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
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%