Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Neo Yield Enhancer
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Neo Yield Enhancer
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%
0.79%
6 Months
3.41%
4.98%
1 Year
20.00%
10.56%
3 Years
24.29%
—
5 Years
—
—
Since Inception
15.71%
11.26%
Fund Age
4 yrs 7 mo
2 yrs 8 mo
AUM
₹129.22 Cr
₹1,889.65 Cr
Alpha – 1 Year
15.28%
9.31%
Alpha – 3 Years
12.20%
—
Information Ratio – 3 Years
1.16
—
Volatility – 1 Year
22.01%
0.27%
Volatility – 3 Years
22.99%
—
Beta – 1 Year
0.67
0.04
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.70
17.75
Sharpe Ratio – 3 Years
1.11
—
Worst Rolling Year
13.28%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−27.23%
—
Recovery Period
325 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.12%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
54
Portfolio P/E
—
—
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%
HSBC Overnight Fund - Direct (G) · 12.29%
KRAZYBEE SERVICES LIMITED 10.45 NCD 16MR27 FVRS1LAC · 8.99%
Cash & Cash Equivalent · 6.42%
9.75% Oxyzo Financial Services Pvt Limited 19-MAR-2027 · 5.98%
PROFECTUS CAPITAL PRIVATE LIMITED RR NCD 30SP27 FVRS1LAC · 5.81%
Top Sectors
—
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
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%