Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
QED Capital - Core Equity
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%
2.59%
6 Months
3.41%
−7.48%
1 Year
20.00%
2.63%
3 Years
24.29%
—
5 Years
—
—
Since Inception
15.71%
2.29%
Fund Age
4 yrs 7 mo
16 mo
AUM
₹129.22 Cr
₹10.89 Cr
Alpha – 1 Year
15.28%
−2.09%
Alpha – 3 Years
12.20%
—
Information Ratio – 3 Years
1.16
—
Volatility – 1 Year
22.01%
13.82%
Volatility – 3 Years
22.99%
—
Beta – 1 Year
0.67
0.65
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.70
-0.12
Sharpe Ratio – 3 Years
1.11
—
Worst Rolling Year
13.28%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−27.23%
−13.29%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.12%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 47% · M 38%
Number of Stocks
—
—
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%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
—
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Fixed Fee
2.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%