Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Piper Serica Advisors - Leader 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%
3.10%
6 Months
3.41%
24.70%
1 Year
20.00%
21.80%
3 Years
24.29%
16.46%
5 Years
—
12.29%
Since Inception
15.71%
17.31%
Fund Age
4 yrs 7 mo
7 yrs 2 mo
AUM
₹129.22 Cr
₹328.39 Cr
Alpha – 1 Year
15.28%
22.15%
Alpha – 3 Years
12.20%
7.46%
Information Ratio – 3 Years
1.16
1.55
Volatility – 1 Year
22.01%
22.56%
Volatility – 3 Years
22.99%
18.01%
Beta – 1 Year
0.67
1.10
Beta – 3 Years
1.00
0.98
Sharpe Ratio – 1 Year
0.70
0.85
Sharpe Ratio – 3 Years
1.11
1.07
Worst Rolling Year
13.28%
7.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−27.23%
−21.44%
Recovery Period
325 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
16
Portfolio P/E
—
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
—
—
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 1%