Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
ORO - All Weather Portfolio
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%
−0.19%
6 Months
3.41%
−0.42%
1 Year
20.00%
−4.58%
3 Years
24.29%
16.32%
5 Years
—
13.17%
Since Inception
15.71%
13.94%
Fund Age
4 yrs 7 mo
6 yrs 6 mo
AUM
₹129.22 Cr
₹13.16 Cr
Alpha – 1 Year
15.28%
−7.56%
Alpha – 3 Years
12.20%
4.42%
Information Ratio – 3 Years
1.16
0.49
Volatility – 1 Year
22.01%
16.90%
Volatility – 3 Years
22.99%
17.54%
Beta – 1 Year
0.67
0.86
Beta – 3 Years
1.00
0.99
Sharpe Ratio – 1 Year
0.70
-0.52
Sharpe Ratio – 3 Years
1.11
0.69
Worst Rolling Year
13.28%
3.91%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−27.23%
−19.46%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 66% · M 23%
Number of Stocks
—
20
Portfolio P/E
—
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
—
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%