Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.61%
3.80%
6 Months
3.41%
7.35%
1 Year
20.00%
9.59%
3 Years
24.29%
7.90%
5 Years
—
12.07%
Since Inception
15.71%
14.25%
Fund Age
4 yrs 7 mo
13 yrs 1 mo
AUM
₹129.22 Cr
₹106.28 Cr
Alpha – 1 Year
15.28%
9.94%
Alpha – 3 Years
12.20%
−1.10%
Information Ratio – 3 Years
1.16
-0.12
Volatility – 1 Year
22.01%
15.58%
Volatility – 3 Years
22.99%
14.39%
Beta – 1 Year
0.67
0.83
Beta – 3 Years
1.00
0.84
Sharpe Ratio – 1 Year
0.70
0.33
Sharpe Ratio – 3 Years
1.11
0.24
Worst Rolling Year
13.28%
-8.02%
Value at Worst Rolling Year
₹1.13 Cr
₹0.92 Cr
Deepest Drawdown
−27.23%
−19.54%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.28%
Median Rolling Year
25.12%
11.54%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 39% · M 40% · S 18%
Number of Stocks
—
25
Portfolio P/E
—
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
—
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%