Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.61%
10.15%
6 Months
3.41%
31.39%
1 Year
20.00%
26.01%
3 Years
24.29%
19.28%
5 Years
—
23.67%
Since Inception
15.71%
28.23%
Fund Age
4 yrs 7 mo
5 yrs 4 mo
AUM
₹129.22 Cr
₹483.07 Cr
Alpha – 1 Year
15.28%
21.29%
Alpha – 3 Years
12.20%
7.19%
Information Ratio – 3 Years
1.16
0.38
Volatility – 1 Year
22.01%
27.77%
Volatility – 3 Years
22.99%
26.19%
Beta – 1 Year
0.67
1.29
Beta – 3 Years
1.00
1.20
Sharpe Ratio – 1 Year
0.70
0.78
Sharpe Ratio – 3 Years
1.11
0.61
Worst Rolling Year
13.28%
19.29%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−27.23%
−32.66%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 81%
Number of Stocks
—
63
Portfolio P/E
—
62.66
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%
—
Top Sectors
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%