Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Phillip Ethical India Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Phillip Ethical India Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.61%
3.05%
6 Months
3.41%
16.92%
1 Year
20.00%
10.56%
3 Years
24.29%
6.67%
5 Years
—
7.52%
Since Inception
15.71%
10.84%
Fund Age
4 yrs 7 mo
8 yrs 8 mo
AUM
₹129.22 Cr
₹10.35 Cr
Alpha – 1 Year
15.28%
5.86%
Alpha – 3 Years
12.20%
−4.55%
Information Ratio – 3 Years
1.16
-0.70
Volatility – 1 Year
22.01%
20.12%
Volatility – 3 Years
22.99%
17.20%
Beta – 1 Year
0.67
1.04
Beta – 3 Years
1.00
0.98
Sharpe Ratio – 1 Year
0.70
0.33
Sharpe Ratio – 3 Years
1.11
0.11
Worst Rolling Year
13.28%
4.20%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−27.23%
−24.72%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
14.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 14% · M 44% · S 40%
Number of Stocks
—
21
Portfolio P/E
—
51.26
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%
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
Top Sectors
—
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
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%