Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
3.41%
0.32%
1 Year
20.00%
1.03%
3 Years
24.29%
14.82%
5 Years
—
11.82%
Since Inception
15.71%
13.07%
Fund Age
4 yrs 7 mo
5 yrs 2 mo
AUM
₹129.22 Cr
₹56.08 Cr
Alpha – 1 Year
15.28%
−1.95%
Alpha – 3 Years
12.20%
2.94%
Information Ratio – 3 Years
1.16
0.18
Volatility – 1 Year
22.01%
13.89%
Volatility – 3 Years
22.99%
18.35%
Beta – 1 Year
0.67
0.75
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
0.70
-0.25
Sharpe Ratio – 3 Years
1.11
0.55
Worst Rolling Year
13.28%
12.65%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−27.23%
−26.40%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 29% · S 24%
Number of Stocks
—
37
Portfolio P/E
—
29.42
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%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
—
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%