Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
SHREE SMART MARKET 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%
1.81%
6 Months
3.41%
1.04%
1 Year
20.00%
0.26%
3 Years
24.29%
5.24%
5 Years
—
—
Since Inception
15.71%
8.72%
Fund Age
4 yrs 7 mo
4 yrs 3 mo
AUM
₹129.22 Cr
₹53.49 Cr
Alpha – 1 Year
15.28%
0.69%
Alpha – 3 Years
12.20%
−3.33%
Information Ratio – 3 Years
1.16
—
Volatility – 1 Year
22.01%
17.93%
Volatility – 3 Years
22.99%
23.60%
Beta – 1 Year
0.67
1.08
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.70
0.06
Sharpe Ratio – 3 Years
1.11
0.67
Worst Rolling Year
13.28%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−27.23%
−13.25%
Recovery Period
325 days
92 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.12%
—
5-Year Rolling Windows Positive
—
—
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%
—
Top Sectors
—
—
Fixed Fee
2.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—