Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.61%
3.93%
6 Months
3.41%
25.32%
1 Year
20.00%
18.21%
3 Years
24.29%
32.70%
5 Years
—
23.63%
Since Inception
15.71%
28.38%
Fund Age
4 yrs 7 mo
7 yrs 10 mo
AUM
₹129.22 Cr
₹8,686.39 Cr
Alpha – 1 Year
15.28%
13.49%
Alpha – 3 Years
12.20%
20.61%
Information Ratio – 3 Years
1.16
1.92
Volatility – 1 Year
22.01%
22.97%
Volatility – 3 Years
22.99%
19.40%
Beta – 1 Year
0.67
1.12
Beta – 3 Years
1.00
0.98
Sharpe Ratio – 1 Year
0.70
0.61
Sharpe Ratio – 3 Years
1.11
1.30
Worst Rolling Year
13.28%
17.00%
Value at Worst Rolling Year
₹1.13 Cr
₹1.17 Cr
Deepest Drawdown
−27.23%
−22.23%
Recovery Period
325 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 37% · M 30% · S 25%
Number of Stocks
—
43
Portfolio P/E
—
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
—
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%