Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Motilal Oswal - NTDOP
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%
3.69%
6 Months
3.41%
8.66%
1 Year
20.00%
4.44%
3 Years
24.29%
14.48%
5 Years
—
8.94%
Since Inception
15.71%
14.23%
Fund Age
4 yrs 7 mo
18 yrs 11 mo
AUM
₹129.22 Cr
₹4,562.38 Cr
Alpha – 1 Year
15.28%
1.46%
Alpha – 3 Years
12.20%
2.60%
Information Ratio – 3 Years
1.16
0.08
Volatility – 1 Year
22.01%
20.33%
Volatility – 3 Years
22.99%
19.22%
Beta – 1 Year
0.67
1.12
Beta – 3 Years
1.00
1.12
Sharpe Ratio – 1 Year
0.70
0.00
Sharpe Ratio – 3 Years
1.11
0.51
Worst Rolling Year
13.28%
-6.78%
Value at Worst Rolling Year
₹1.13 Cr
₹0.93 Cr
Deepest Drawdown
−27.23%
−26.97%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.01%
Median Rolling Year
25.12%
15.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 16% · M 42% · S 38%
Number of Stocks
—
33
Portfolio P/E
—
40.71
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%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
—
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%