Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.61%
1.80%
6 Months
3.41%
2.80%
1 Year
20.00%
4.89%
3 Years
24.29%
12.23%
5 Years
—
10.64%
Since Inception
15.71%
8.93%
Fund Age
4 yrs 7 mo
12 yrs
AUM
₹129.22 Cr
₹134.76 Cr
Alpha – 1 Year
15.28%
−1.08%
Alpha – 3 Years
12.20%
1.34%
Information Ratio – 3 Years
1.16
0.07
Volatility – 1 Year
22.01%
10.79%
Volatility – 3 Years
22.99%
9.62%
Beta – 1 Year
0.67
1.04
Beta – 3 Years
1.00
1.10
Sharpe Ratio – 1 Year
0.70
-0.01
Sharpe Ratio – 3 Years
1.11
0.69
Worst Rolling Year
13.28%
0.05%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−27.23%
−11.50%
Recovery Period
325 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
25.12%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
—
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.75% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –