Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
3.41%
6.66%
1 Year
20.00%
7.95%
3 Years
24.29%
14.01%
5 Years
—
12.40%
Since Inception
15.71%
16.07%
Fund Age
4 yrs 7 mo
12 yrs 5 mo
AUM
₹129.22 Cr
₹27.98 Cr
Alpha – 1 Year
15.28%
3.23%
Alpha – 3 Years
12.20%
1.92%
Information Ratio – 3 Years
1.16
0.55
Volatility – 1 Year
22.01%
16.42%
Volatility – 3 Years
22.99%
14.36%
Beta – 1 Year
0.67
0.92
Beta – 3 Years
1.00
0.91
Sharpe Ratio – 1 Year
0.70
0.15
Sharpe Ratio – 3 Years
1.11
0.63
Worst Rolling Year
13.28%
-4.39%
Value at Worst Rolling Year
₹1.13 Cr
₹0.96 Cr
Deepest Drawdown
−27.23%
−17.36%
Recovery Period
325 days
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
25.12%
15.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 25% · M 6% · S 37%
Number of Stocks
—
30
Portfolio P/E
—
29.90
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 · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
—
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%