Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
3.41%
7.38%
1 Year
20.00%
6.08%
3 Years
24.29%
8.22%
5 Years
—
7.99%
Since Inception
15.71%
12.63%
Fund Age
4 yrs 7 mo
9 yrs 9 mo
AUM
₹129.22 Cr
₹145.75 Cr
Alpha – 1 Year
15.28%
1.36%
Alpha – 3 Years
12.20%
−3.87%
Information Ratio – 3 Years
1.16
-0.60
Volatility – 1 Year
22.01%
20.08%
Volatility – 3 Years
22.99%
16.27%
Beta – 1 Year
0.67
1.12
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
0.70
0.13
Sharpe Ratio – 3 Years
1.11
0.24
Worst Rolling Year
13.28%
-1.76%
Value at Worst Rolling Year
₹1.13 Cr
₹0.98 Cr
Deepest Drawdown
−27.23%
−19.25%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
25.12%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 62% · M 20% · S 7%
Number of Stocks
—
25
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
—
—
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%