Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Sowilo Multicap Fund
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%
3.12%
6 Months
3.41%
20.18%
1 Year
20.00%
17.30%
3 Years
24.29%
18.32%
5 Years
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—
Since Inception
15.71%
21.17%
Fund Age
4 yrs 7 mo
3 yrs 2 mo
AUM
₹129.22 Cr
₹171.55 Cr
Alpha – 1 Year
15.28%
12.58%
Alpha – 3 Years
12.20%
6.23%
Information Ratio – 3 Years
1.16
0.82
Volatility – 1 Year
22.01%
24.39%
Volatility – 3 Years
22.99%
21.61%
Beta – 1 Year
0.67
1.30
Beta – 3 Years
1.00
1.25
Sharpe Ratio – 1 Year
0.70
0.55
Sharpe Ratio – 3 Years
1.11
0.70
Worst Rolling Year
13.28%
18.30%
Value at Worst Rolling Year
₹1.13 Cr
₹1.18 Cr
Deepest Drawdown
−27.23%
−26.88%
Recovery Period
325 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
19.41%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 4% · M 4% · S 88%
Number of Stocks
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82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
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Fixed Fee
2.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%