Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
ORO-Alpha Value
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%
0.44%
6 Months
3.41%
5.47%
1 Year
20.00%
6.35%
3 Years
24.29%
—
5 Years
—
—
Since Inception
15.71%
6.04%
Fund Age
4 yrs 7 mo
3 yrs 8 mo
AUM
₹129.22 Cr
₹1.28 Cr
Alpha – 1 Year
15.28%
3.37%
Alpha – 3 Years
12.20%
—
Information Ratio – 3 Years
1.16
—
Volatility – 1 Year
22.01%
17.26%
Volatility – 3 Years
22.99%
15.80%
Beta – 1 Year
0.67
0.95
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.70
0.12
Sharpe Ratio – 3 Years
1.11
0.10
Worst Rolling Year
13.28%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−27.23%
−17.83%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.12%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 42% · M 17% · S 27%
Number of Stocks
—
24
Portfolio P/E
—
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
—
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%