Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.61%
1.47%
6 Months
3.41%
5.42%
1 Year
20.00%
9.64%
3 Years
24.29%
10.36%
5 Years
—
7.75%
Since Inception
15.71%
11.08%
Fund Age
4 yrs 7 mo
9 yrs 11 mo
AUM
₹129.22 Cr
₹66.05 Cr
Alpha – 1 Year
15.28%
9.99%
Alpha – 3 Years
12.20%
1.36%
Information Ratio – 3 Years
1.16
0.51
Volatility – 1 Year
22.01%
17.05%
Volatility – 3 Years
22.99%
14.23%
Beta – 1 Year
0.67
1.05
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
0.70
0.31
Sharpe Ratio – 3 Years
1.11
0.40
Worst Rolling Year
13.28%
0.57%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−27.23%
−17.08%
Recovery Period
325 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
25.12%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
—
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 · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
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Fixed Fee
2.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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