Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Spark - Flexicap
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Spark - Flexicap
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%
−0.91%
6 Months
3.41%
−6.35%
1 Year
20.00%
3.05%
3 Years
24.29%
10.74%
5 Years
—
13.00%
Since Inception
15.71%
14.74%
Fund Age
4 yrs 7 mo
7 yrs 8 mo
AUM
₹129.22 Cr
₹460.92 Cr
Alpha – 1 Year
15.28%
3.40%
Alpha – 3 Years
12.20%
1.74%
Information Ratio – 3 Years
1.16
0.33
Volatility – 1 Year
22.01%
15.87%
Volatility – 3 Years
22.99%
14.99%
Beta – 1 Year
0.67
0.95
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
0.70
-0.07
Sharpe Ratio – 3 Years
1.11
0.41
Worst Rolling Year
13.28%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−27.23%
—
Recovery Period
325 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%
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
2.75% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%