Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
SBI MF - ESG Portfolio
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%
2.26%
6 Months
3.41%
18.40%
1 Year
20.00%
9.21%
3 Years
24.29%
13.13%
5 Years
—
13.39%
Since Inception
15.71%
14.83%
Fund Age
4 yrs 7 mo
10 yrs
AUM
₹129.22 Cr
₹666.2 Cr
Alpha – 1 Year
15.28%
9.64%
Alpha – 3 Years
12.20%
4.56%
Information Ratio – 3 Years
1.16
0.38
Volatility – 1 Year
22.01%
18.95%
Volatility – 3 Years
22.99%
16.01%
Beta – 1 Year
0.67
0.98
Beta – 3 Years
1.00
0.90
Sharpe Ratio – 1 Year
0.70
0.27
Sharpe Ratio – 3 Years
1.11
0.52
Worst Rolling Year
13.28%
-3.31%
Value at Worst Rolling Year
₹1.13 Cr
₹0.97 Cr
Deepest Drawdown
−27.23%
−20.80%
Recovery Period
325 days
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
25.12%
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 13% · M 17% · S 66%
Number of Stocks
—
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
—
—
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%