Portfolio Management Services (PMS)Compare Schemes
MASK Prime Picks vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
MASK Prime Picks
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
1.74%
4.61%
6 Months
3.03%
3.41%
1 Year
3.99%
20.00%
3 Years
8.85%
24.29%
5 Years
8.35%
—
Since Inception
10.50%
15.71%
Fund Age
8 yrs 2 mo
4 yrs 7 mo
AUM
₹274.26 Cr
₹129.22 Cr
Alpha – 1 Year
−0.73%
15.28%
Alpha – 3 Years
−3.23%
12.20%
Information Ratio – 3 Years
-0.72
1.16
Volatility – 1 Year
15.72%
22.01%
Volatility – 3 Years
15.15%
22.99%
Beta – 1 Year
0.89
0.67
Beta – 3 Years
0.94
1.00
Sharpe Ratio – 1 Year
-0.08
0.70
Sharpe Ratio – 3 Years
0.27
1.11
Worst Rolling Year
7.13%
13.28%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−20.31%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.28%
25.12%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 48% · M 27% · S 18%
—
Number of Stocks
40
—
Portfolio P/E
30.14
—
Top 5 Holdings
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
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 · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
—
Fixed Fee
2.00% / yr
2.75% / yr
Performance Fee / Plan
0% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%