Portfolio Management Services (PMS)Compare Schemes
Marcellus - Consistent Compounders vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Marcellus - Consistent Compounders
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.02%
4.61%
6 Months
10.61%
3.41%
1 Year
3.27%
20.00%
3 Years
5.81%
24.29%
5 Years
4.77%
—
Since Inception
12.23%
15.71%
Fund Age
7 yrs 7 mo
4 yrs 7 mo
AUM
₹1,666.24 Cr
₹129.22 Cr
Alpha – 1 Year
3.70%
15.28%
Alpha – 3 Years
−2.76%
12.20%
Information Ratio – 3 Years
-0.29
1.16
Volatility – 1 Year
19.50%
22.01%
Volatility – 3 Years
16.37%
22.99%
Beta – 1 Year
1.09
0.67
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
-0.02
0.70
Sharpe Ratio – 3 Years
0.10
1.11
Worst Rolling Year
0.36%
13.28%
Value at Worst Rolling Year
₹1.00 Cr
₹1.13 Cr
Deepest Drawdown
−23.56%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
99.77%
100.00%
Median Rolling Year
8.56%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 32% · S 25%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
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
2.00% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%