Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.61%
−2.26%
6 Months
3.41%
9.35%
1 Year
20.00%
10.43%
3 Years
24.29%
15.16%
5 Years
—
—
Since Inception
15.71%
21.24%
Fund Age
4 yrs 7 mo
4 yrs 11 mo
AUM
₹129.22 Cr
₹16.88 Cr
Alpha – 1 Year
15.28%
8.57%
Alpha – 3 Years
12.20%
3.08%
Information Ratio – 3 Years
1.16
0.34
Volatility – 1 Year
22.01%
33.08%
Volatility – 3 Years
22.99%
27.65%
Beta – 1 Year
0.67
1.54
Beta – 3 Years
1.00
1.38
Sharpe Ratio – 1 Year
0.70
0.28
Sharpe Ratio – 3 Years
1.11
0.51
Worst Rolling Year
13.28%
12.88%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−27.23%
−32.66%
Recovery Period
325 days
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
24.61%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 9% · M 17% · S 71%
Number of Stocks
—
16
Portfolio P/E
—
48.24
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%
—
Top Sectors
—
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%