Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Sameeksha - Equity Fund
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%
−0.38%
6 Months
3.41%
11.48%
1 Year
20.00%
7.29%
3 Years
24.29%
16.29%
5 Years
—
16.45%
Since Inception
15.71%
20.67%
Fund Age
4 yrs 7 mo
10 yrs 4 mo
AUM
₹129.22 Cr
₹1,333.94 Cr
Alpha – 1 Year
15.28%
2.57%
Alpha – 3 Years
12.20%
4.20%
Information Ratio – 3 Years
1.16
0.52
Volatility – 1 Year
22.01%
21.33%
Volatility – 3 Years
22.99%
16.22%
Beta – 1 Year
0.67
1.18
Beta – 3 Years
1.00
0.93
Sharpe Ratio – 1 Year
0.70
0.18
Sharpe Ratio – 3 Years
1.11
0.69
Worst Rolling Year
13.28%
-0.52%
Value at Worst Rolling Year
₹1.13 Cr
₹0.99 Cr
Deepest Drawdown
−27.23%
−19.36%
Recovery Period
325 days
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
25.12%
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
50
Portfolio P/E
—
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
—
—
Fixed Fee
2.75% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 0% / 0%