Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
PGIM India - Phoenix 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%
3.66%
6 Months
3.41%
18.51%
1 Year
20.00%
2.32%
3 Years
24.29%
8.56%
5 Years
—
13.23%
Since Inception
15.71%
12.52%
Fund Age
4 yrs 7 mo
10 yrs
AUM
₹129.22 Cr
₹60.22 Cr
Alpha – 1 Year
15.28%
2.67%
Alpha – 3 Years
12.20%
−0.44%
Information Ratio – 3 Years
1.16
-0.03
Volatility – 1 Year
22.01%
27.56%
Volatility – 3 Years
22.99%
21.93%
Beta – 1 Year
0.67
1.33
Beta – 3 Years
1.00
1.17
Sharpe Ratio – 1 Year
0.70
0.01
Sharpe Ratio – 3 Years
1.11
0.24
Worst Rolling Year
13.28%
-13.90%
Value at Worst Rolling Year
₹1.13 Cr
₹0.86 Cr
Deepest Drawdown
−27.23%
−31.68%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.20%
Median Rolling Year
25.12%
15.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 3% · S 93%
Number of Stocks
—
26
Portfolio P/E
—
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
—
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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%