Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Samvitti-PMS Aggressive Growth
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%
10.24%
6 Months
3.41%
31.65%
1 Year
20.00%
26.47%
3 Years
24.29%
18.72%
5 Years
—
16.28%
Since Inception
15.71%
14.51%
Fund Age
4 yrs 7 mo
10 yrs 10 mo
AUM
₹129.22 Cr
₹423.36 Cr
Alpha – 1 Year
15.28%
21.75%
Alpha – 3 Years
12.20%
6.63%
Information Ratio – 3 Years
1.16
0.36
Volatility – 1 Year
22.01%
28.25%
Volatility – 3 Years
22.99%
24.90%
Beta – 1 Year
0.67
1.32
Beta – 3 Years
1.00
1.13
Sharpe Ratio – 1 Year
0.70
0.78
Sharpe Ratio – 3 Years
1.11
0.60
Worst Rolling Year
13.28%
-5.98%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−27.23%
−31.67%
Recovery Period
325 days
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
25.12%
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 82%
Number of Stocks
—
62
Portfolio P/E
—
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
—
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%