Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
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%
6.62%
1 Year
20.00%
3.66%
3 Years
24.29%
7.96%
5 Years
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Since Inception
15.71%
12.37%
Fund Age
4 yrs 7 mo
4 yrs 2 mo
AUM
₹129.22 Cr
₹134.62 Cr
Alpha – 1 Year
15.28%
0.68%
Alpha – 3 Years
12.20%
−3.93%
Information Ratio – 3 Years
1.16
-0.10
Volatility – 1 Year
22.01%
21.69%
Volatility – 3 Years
22.99%
21.88%
Beta – 1 Year
0.67
1.14
Beta – 3 Years
1.00
1.11
Sharpe Ratio – 1 Year
0.70
0.02
Sharpe Ratio – 3 Years
1.11
0.21
Worst Rolling Year
13.28%
7.96%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−27.23%
−29.81%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
15.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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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%
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Top Sectors
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Fixed Fee
2.75% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%