Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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%
0.95%
6 Months
3.41%
11.98%
1 Year
20.00%
18.12%
3 Years
24.29%
18.24%
5 Years
—
—
Since Inception
15.71%
20.21%
Fund Age
4 yrs 7 mo
4 yrs 8 mo
AUM
₹129.22 Cr
₹424.87 Cr
Alpha – 1 Year
15.28%
13.40%
Alpha – 3 Years
12.20%
6.15%
Information Ratio – 3 Years
1.16
0.85
Volatility – 1 Year
22.01%
22.44%
Volatility – 3 Years
22.99%
19.69%
Beta – 1 Year
0.67
1.22
Beta – 3 Years
1.00
1.10
Sharpe Ratio – 1 Year
0.70
0.61
Sharpe Ratio – 3 Years
1.11
0.80
Worst Rolling Year
13.28%
18.24%
Value at Worst Rolling Year
₹1.13 Cr
₹1.18 Cr
Deepest Drawdown
−27.23%
−25.57%
Recovery Period
325 days
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
24.33%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
M 1% · S 89%
Number of Stocks
—
30
Portfolio P/E
—
23.45
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%
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
—
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.75% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%