Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
NAFA - Emerging Bluechip
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%
0.39%
6 Months
3.41%
5.71%
1 Year
20.00%
−0.97%
3 Years
24.29%
8.86%
5 Years
—
14.20%
Since Inception
15.71%
14.76%
Fund Age
4 yrs 7 mo
10 yrs 5 mo
AUM
₹129.22 Cr
₹447.76 Cr
Alpha – 1 Year
15.28%
−2.83%
Alpha – 3 Years
12.20%
−3.22%
Information Ratio – 3 Years
1.16
0.04
Volatility – 1 Year
22.01%
24.79%
Volatility – 3 Years
22.99%
21.25%
Beta – 1 Year
0.67
1.35
Beta – 3 Years
1.00
1.20
Sharpe Ratio – 1 Year
0.70
-0.14
Sharpe Ratio – 3 Years
1.11
0.31
Worst Rolling Year
13.28%
-13.00%
Value at Worst Rolling Year
₹1.13 Cr
₹0.87 Cr
Deepest Drawdown
−27.23%
−26.06%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.68%
Median Rolling Year
25.12%
19.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 2% · M 12% · S 84%
Number of Stocks
—
32
Portfolio P/E
—
33.69
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%
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
—
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
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%