Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.61%
−0.96%
6 Months
3.41%
−5.85%
1 Year
20.00%
1.08%
3 Years
24.29%
1.92%
5 Years
—
1.54%
Since Inception
15.71%
4.73%
Fund Age
4 yrs 7 mo
9 yrs 11 mo
AUM
₹129.22 Cr
₹4.85 Cr
Alpha – 1 Year
15.28%
−8.50%
Alpha – 3 Years
12.20%
−7.97%
Information Ratio – 3 Years
1.16
—
Volatility – 1 Year
22.01%
9.90%
Volatility – 3 Years
22.99%
26.17%
Beta – 1 Year
0.67
—
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.70
-0.53
Sharpe Ratio – 3 Years
1.11
0.01
Worst Rolling Year
13.28%
2.80%
Value at Worst Rolling Year
₹1.13 Cr
₹1.03 Cr
Deepest Drawdown
−27.23%
−28.72%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
12.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
—
—
Fixed Fee
2.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%