Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Solidarity Advisors - Prudence
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%
8.45%
6 Months
3.41%
29.49%
1 Year
20.00%
37.09%
3 Years
24.29%
18.49%
5 Years
—
12.39%
Since Inception
15.71%
18.64%
Fund Age
4 yrs 7 mo
10 yrs 3 mo
AUM
₹129.22 Cr
₹1,760.35 Cr
Alpha – 1 Year
15.28%
32.37%
Alpha – 3 Years
12.20%
6.40%
Information Ratio – 3 Years
1.16
0.52
Volatility – 1 Year
22.01%
25.02%
Volatility – 3 Years
22.99%
18.27%
Beta – 1 Year
0.67
1.22
Beta – 3 Years
1.00
0.89
Sharpe Ratio – 1 Year
0.70
1.18
Sharpe Ratio – 3 Years
1.11
0.74
Worst Rolling Year
13.28%
-0.28%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−27.23%
−13.15%
Recovery Period
325 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
25.12%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · S 71%
Number of Stocks
—
13
Portfolio P/E
—
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%