Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
MoneyGrow Asset-Large Midcap
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
4.61%
1.12%
6 Months
3.41%
9.15%
1 Year
20.00%
11.50%
3 Years
24.29%
15.21%
5 Years
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Since Inception
15.71%
17.99%
Fund Age
4 yrs 7 mo
3 yrs 4 mo
AUM
₹129.22 Cr
₹113.51 Cr
Alpha – 1 Year
15.28%
11.85%
Alpha – 3 Years
12.20%
6.21%
Information Ratio – 3 Years
1.16
0.97
Volatility – 1 Year
22.01%
21.57%
Volatility – 3 Years
22.99%
16.25%
Beta – 1 Year
0.67
1.26
Beta – 3 Years
1.00
1.09
Sharpe Ratio – 1 Year
0.70
0.37
Sharpe Ratio – 3 Years
1.11
0.63
Worst Rolling Year
13.28%
14.24%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−27.23%
−19.23%
Recovery Period
325 days
79 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
15.47%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 33% · M 28% · S 38%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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%
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Top Sectors
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Fixed Fee
2.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%