Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Quest Investment Managers – Flagship
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%
6.42%
6 Months
3.41%
15.63%
1 Year
20.00%
0.27%
3 Years
24.29%
12.69%
5 Years
—
8.81%
Since Inception
15.71%
15.48%
Fund Age
4 yrs 7 mo
18 yrs 10 mo
AUM
₹129.22 Cr
₹406.27 Cr
Alpha – 1 Year
15.28%
−4.45%
Alpha – 3 Years
12.20%
0.61%
Information Ratio – 3 Years
1.16
0.21
Volatility – 1 Year
22.01%
22.89%
Volatility – 3 Years
22.99%
19.09%
Beta – 1 Year
0.67
1.13
Beta – 3 Years
1.00
1.05
Sharpe Ratio – 1 Year
0.70
-0.11
Sharpe Ratio – 3 Years
1.11
0.45
Worst Rolling Year
13.28%
-10.83%
Value at Worst Rolling Year
₹1.13 Cr
₹0.89 Cr
Deepest Drawdown
−27.23%
−31.17%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
25.12%
17.32%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 28% · M 26% · S 45%
Number of Stocks
—
29
Portfolio P/E
—
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
—
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%