Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
SageOne Large and Midcap Portfolio
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%
2.20%
6 Months
3.41%
6.00%
1 Year
20.00%
4.90%
3 Years
24.29%
18.50%
5 Years
—
—
Since Inception
15.71%
16.60%
Fund Age
4 yrs 7 mo
3 yrs
AUM
₹129.22 Cr
₹209.72 Cr
Alpha – 1 Year
15.28%
0.20%
Alpha – 3 Years
12.20%
6.40%
Information Ratio – 3 Years
1.16
1.16
Volatility – 1 Year
22.01%
19.79%
Volatility – 3 Years
22.99%
17.07%
Beta – 1 Year
0.67
1.06
Beta – 3 Years
1.00
1.05
Sharpe Ratio – 1 Year
0.70
0.07
Sharpe Ratio – 3 Years
1.11
0.81
Worst Rolling Year
13.28%
18.52%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−27.23%
−19.68%
Recovery Period
325 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
18.77%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 67% · M 33%
Number of Stocks
—
24
Portfolio P/E
—
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
—
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%