Portfolio Management Services (PMS)Compare Schemes
MOAT - Uppercrust Growth Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
MOAT - Uppercrust Growth Fund
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.74%
1.47%
6 Months
1.17%
5.42%
1 Year
15.87%
9.64%
3 Years
19.02%
10.36%
5 Years
—
7.75%
Since Inception
16.58%
11.08%
Fund Age
4 yrs 5 mo
9 yrs 11 mo
AUM
₹72.15 Cr
₹66.05 Cr
Alpha – 1 Year
8.33%
9.99%
Alpha – 3 Years
7.76%
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
18.13%
17.05%
Volatility – 3 Years
18.07%
14.23%
Beta – 1 Year
1.41
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.61
0.31
Sharpe Ratio – 3 Years
0.77
0.40
Worst Rolling Year
15.14%
0.57%
Value at Worst Rolling Year
₹1.15 Cr
₹1.01 Cr
Deepest Drawdown
−22.14%
−17.08%
Recovery Period
301 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
21.99%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
—
Top 5 Holdings
—
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
—
—
Fixed Fee
2.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—