Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Nippon - Absolute Freedom - ABS
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%
5.68%
6 Months
3.41%
10.98%
1 Year
20.00%
10.72%
3 Years
24.29%
15.83%
5 Years
—
13.58%
Since Inception
15.71%
14.48%
Fund Age
4 yrs 7 mo
21 yrs 11 mo
AUM
₹129.22 Cr
₹8.51 Cr
Alpha – 1 Year
15.28%
6.00%
Alpha – 3 Years
12.20%
3.74%
Information Ratio – 3 Years
1.16
0.71
Volatility – 1 Year
22.01%
16.38%
Volatility – 3 Years
22.99%
14.45%
Beta – 1 Year
0.67
0.87
Beta – 3 Years
1.00
0.89
Sharpe Ratio – 1 Year
0.70
0.33
Sharpe Ratio – 3 Years
1.11
0.72
Worst Rolling Year
13.28%
-12.28%
Value at Worst Rolling Year
₹1.13 Cr
₹0.88 Cr
Deepest Drawdown
−27.23%
−17.66%
Recovery Period
325 days
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
25.12%
13.32%
5-Year Rolling Windows Positive
—
98.04%
Market-Cap Mix
—
L 23% · M 15% · S 43%
Number of Stocks
—
30
Portfolio P/E
—
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
—
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%