Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
3.41%
10.94%
1 Year
20.00%
1.03%
3 Years
24.29%
11.45%
5 Years
—
15.19%
Since Inception
15.71%
27.03%
Fund Age
4 yrs 7 mo
5 yrs 11 mo
AUM
₹129.22 Cr
₹298.71 Cr
Alpha – 1 Year
15.28%
−3.69%
Alpha – 3 Years
12.20%
−0.64%
Information Ratio – 3 Years
1.16
-0.04
Volatility – 1 Year
22.01%
27.68%
Volatility – 3 Years
22.99%
23.40%
Beta – 1 Year
0.67
1.45
Beta – 3 Years
1.00
1.22
Sharpe Ratio – 1 Year
0.70
-0.03
Sharpe Ratio – 3 Years
1.11
0.35
Worst Rolling Year
13.28%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−27.23%
—
Recovery Period
325 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.12%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 2% · M 2% · S 86%
Number of Stocks
—
36
Portfolio P/E
—
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
—
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
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%