Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Motilal Oswal - Ethical
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%
1.53%
6 Months
3.41%
18.13%
1 Year
20.00%
13.15%
3 Years
24.29%
14.12%
5 Years
—
11.96%
Since Inception
15.71%
13.25%
Fund Age
4 yrs 7 mo
5 yrs 1 mo
AUM
₹129.22 Cr
₹77.09 Cr
Alpha – 1 Year
15.28%
10.17%
Alpha – 3 Years
12.20%
2.24%
Information Ratio – 3 Years
1.16
0.36
Volatility – 1 Year
22.01%
23.76%
Volatility – 3 Years
22.99%
19.81%
Beta – 1 Year
0.67
1.23
Beta – 3 Years
1.00
1.14
Sharpe Ratio – 1 Year
0.70
0.40
Sharpe Ratio – 3 Years
1.11
0.50
Worst Rolling Year
13.28%
8.04%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−27.23%
−27.15%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 28% · M 28% · S 44%
Number of Stocks
—
20
Portfolio P/E
—
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
—
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%