Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
SMC Global - Growth
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%
5.80%
6 Months
3.41%
20.03%
1 Year
20.00%
17.27%
3 Years
24.29%
12.81%
5 Years
—
11.98%
Since Inception
15.71%
14.70%
Fund Age
4 yrs 7 mo
6 yrs 10 mo
AUM
₹129.22 Cr
₹201.68 Cr
Alpha – 1 Year
15.28%
12.55%
Alpha – 3 Years
12.20%
0.73%
Information Ratio – 3 Years
1.16
0.15
Volatility – 1 Year
22.01%
22.73%
Volatility – 3 Years
22.99%
20.11%
Beta – 1 Year
0.67
1.17
Beta – 3 Years
1.00
1.13
Sharpe Ratio – 1 Year
0.70
0.58
Sharpe Ratio – 3 Years
1.11
0.44
Worst Rolling Year
13.28%
7.98%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−27.23%
−25.65%
Recovery Period
325 days
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 4% · S 49%
Number of Stocks
—
24
Portfolio P/E
—
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
—
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%