Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
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%
1.87%
6 Months
3.41%
3.49%
1 Year
20.00%
5.55%
3 Years
24.29%
12.97%
5 Years
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Since Inception
15.71%
12.27%
Fund Age
4 yrs 7 mo
4 yrs 3 mo
AUM
₹129.22 Cr
₹25.94 Cr
Alpha – 1 Year
15.28%
−0.42%
Alpha – 3 Years
12.20%
2.07%
Information Ratio – 3 Years
1.16
0.10
Volatility – 1 Year
22.01%
15.73%
Volatility – 3 Years
22.99%
12.26%
Beta – 1 Year
0.67
1.56
Beta – 3 Years
1.00
1.42
Sharpe Ratio – 1 Year
0.70
0.07
Sharpe Ratio – 3 Years
1.11
0.62
Worst Rolling Year
13.28%
11.68%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−27.23%
−11.81%
Recovery Period
325 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
17.02%
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%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
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Fixed Fee
2.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%