Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.61%
6.38%
6 Months
3.41%
30.29%
1 Year
20.00%
21.45%
3 Years
24.29%
18.94%
5 Years
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—
Since Inception
15.71%
23.25%
Fund Age
4 yrs 7 mo
3 yrs 1 mo
AUM
₹129.22 Cr
₹185.04 Cr
Alpha – 1 Year
15.28%
16.73%
Alpha – 3 Years
12.20%
6.85%
Information Ratio – 3 Years
1.16
0.59
Volatility – 1 Year
22.01%
29.11%
Volatility – 3 Years
22.99%
25.42%
Beta – 1 Year
0.67
1.26
Beta – 3 Years
1.00
1.13
Sharpe Ratio – 1 Year
0.70
0.62
Sharpe Ratio – 3 Years
1.11
0.60
Worst Rolling Year
13.28%
18.95%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−27.23%
−27.74%
Recovery Period
325 days
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
20.62%
5-Year Rolling Windows Positive
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Market-Cap Mix
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—
Number of Stocks
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40
Portfolio P/E
—
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
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Fixed Fee
2.75% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%