Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs NARNOLIA FUSION OPPORTUNITY STRATEGY
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
NARNOLIA FUSION OPPORTUNITY STRATEGY
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%
2.32%
6 Months
3.41%
15.18%
1 Year
20.00%
5.18%
3 Years
24.29%
8.86%
5 Years
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Since Inception
15.71%
14.74%
Fund Age
4 yrs 7 mo
3 yrs 11 mo
AUM
₹129.22 Cr
₹36.85 Cr
Alpha – 1 Year
15.28%
5.53%
Alpha – 3 Years
12.20%
−0.14%
Information Ratio – 3 Years
1.16
0.00
Volatility – 1 Year
22.01%
17.33%
Volatility – 3 Years
22.99%
18.22%
Beta – 1 Year
0.67
0.72
Beta – 3 Years
1.00
0.66
Sharpe Ratio – 1 Year
0.70
0.08
Sharpe Ratio – 3 Years
1.11
0.27
Worst Rolling Year
13.28%
8.86%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−27.23%
−35.06%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
16.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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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%
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Top Sectors
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Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%