Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs MRG Capital - Wealth Enhancer
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
MRG Capital - Wealth Enhancer
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.61%
0.31%
6 Months
3.41%
−0.02%
1 Year
20.00%
9.16%
3 Years
24.29%
15.25%
5 Years
—
10.25%
Since Inception
15.71%
11.62%
Fund Age
4 yrs 7 mo
7 yrs 3 mo
AUM
₹129.22 Cr
₹55.42 Cr
Alpha – 1 Year
15.28%
9.51%
Alpha – 3 Years
12.20%
6.25%
Information Ratio – 3 Years
1.16
0.85
Volatility – 1 Year
22.01%
16.48%
Volatility – 3 Years
22.99%
14.29%
Beta – 1 Year
0.67
0.90
Beta – 3 Years
1.00
0.91
Sharpe Ratio – 1 Year
0.70
0.29
Sharpe Ratio – 3 Years
1.11
0.70
Worst Rolling Year
13.28%
4.67%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−27.23%
−15.77%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
13.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 43% · M 13% · S 23%
Number of Stocks
—
89
Portfolio P/E
—
32.47
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%
Mahindra & Mahindra Ltd · 11.76%
ICICI Pru Silver ETF · 9.36%
Reliance Industries Ltd · 5.46%
Cash & Cash Equivalent · 4.95%
Nippon India ETF Gold BeES · 3.01%
Top Sectors
—
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Fixed Fee
2.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%