Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Square 64 - Multicap
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Square 64 - Multicap
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%
5.13%
6 Months
3.41%
29.29%
1 Year
20.00%
14.37%
3 Years
24.29%
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5 Years
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Since Inception
15.71%
7.27%
Fund Age
4 yrs 7 mo
1 yr 10 mo
AUM
₹129.22 Cr
₹108.4 Cr
Alpha – 1 Year
15.28%
9.65%
Alpha – 3 Years
12.20%
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Information Ratio – 3 Years
1.16
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Volatility – 1 Year
22.01%
30.58%
Volatility – 3 Years
22.99%
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Beta – 1 Year
0.67
1.41
Beta – 3 Years
1.00
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Sharpe Ratio – 1 Year
0.70
0.40
Sharpe Ratio – 3 Years
1.11
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Worst Rolling Year
13.28%
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Value at Worst Rolling Year
₹1.13 Cr
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Deepest Drawdown
−27.23%
−25.30%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
25.12%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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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%
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Top Sectors
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Fixed Fee
2.75% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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