Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.77%
4.61%
6 Months
8.02%
3.41%
1 Year
5.50%
20.00%
3 Years
7.60%
24.29%
5 Years
9.19%
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Since Inception
14.35%
15.71%
Fund Age
5 yrs 9 mo
4 yrs 7 mo
AUM
₹11.85 Cr
₹129.22 Cr
Alpha – 1 Year
0.78%
15.28%
Alpha – 3 Years
−4.49%
12.20%
Information Ratio – 3 Years
-0.44
1.16
Volatility – 1 Year
20.18%
22.01%
Volatility – 3 Years
17.74%
22.99%
Beta – 1 Year
1.11
0.67
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
0.10
0.70
Sharpe Ratio – 3 Years
0.27
1.11
Worst Rolling Year
7.60%
13.28%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−24.84%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.22%
25.12%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
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Number of Stocks
—
—
Portfolio P/E
—
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Top 5 Holdings
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%