Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Oro-alpha compounders
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%
2.98%
6 Months
3.41%
−0.13%
1 Year
20.00%
−2.80%
3 Years
24.29%
13.20%
5 Years
—
—
Since Inception
15.71%
13.51%
Fund Age
4 yrs 7 mo
3 yrs 8 mo
AUM
₹129.22 Cr
₹30.6 Cr
Alpha – 1 Year
15.28%
−5.78%
Alpha – 3 Years
12.20%
1.30%
Information Ratio – 3 Years
1.16
0.16
Volatility – 1 Year
22.01%
16.62%
Volatility – 3 Years
22.99%
16.99%
Beta – 1 Year
0.67
0.93
Beta – 3 Years
1.00
1.05
Sharpe Ratio – 1 Year
0.70
-0.42
Sharpe Ratio – 3 Years
1.11
0.50
Worst Rolling Year
13.28%
13.00%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−27.23%
−20.23%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
17.04%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 44% · M 26% · S 17%
Number of Stocks
—
24
Portfolio P/E
—
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
—
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%