Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Sundaram Alternate - SELF
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%
7.67%
6 Months
3.41%
27.70%
1 Year
20.00%
47.52%
3 Years
24.29%
23.98%
5 Years
—
15.87%
Since Inception
15.71%
18.55%
Fund Age
4 yrs 7 mo
16 yrs 2 mo
AUM
₹129.22 Cr
₹1,022.92 Cr
Alpha – 1 Year
15.28%
42.80%
Alpha – 3 Years
12.20%
11.89%
Information Ratio – 3 Years
1.16
1.12
Volatility – 1 Year
22.01%
28.29%
Volatility – 3 Years
22.99%
20.76%
Beta – 1 Year
0.67
1.36
Beta – 3 Years
1.00
1.07
Sharpe Ratio – 1 Year
0.70
1.33
Sharpe Ratio – 3 Years
1.11
0.99
Worst Rolling Year
13.28%
-4.58%
Value at Worst Rolling Year
₹1.13 Cr
₹0.95 Cr
Deepest Drawdown
−27.23%
−19.51%
Recovery Period
325 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
25.12%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 22% · M 32% · S 42%
Number of Stocks
—
26
Portfolio P/E
—
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%