Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
SVAN Velocity
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%
3.40%
6 Months
3.41%
21.77%
1 Year
20.00%
16.05%
3 Years
24.29%
23.24%
5 Years
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Since Inception
15.71%
24.82%
Fund Age
4 yrs 7 mo
3 yrs 1 mo
AUM
₹129.22 Cr
₹415.03 Cr
Alpha – 1 Year
15.28%
11.33%
Alpha – 3 Years
12.20%
11.15%
Information Ratio – 3 Years
1.16
0.72
Volatility – 1 Year
22.01%
25.50%
Volatility – 3 Years
22.99%
24.35%
Beta – 1 Year
0.67
1.34
Beta – 3 Years
1.00
1.27
Sharpe Ratio – 1 Year
0.70
0.50
Sharpe Ratio – 3 Years
1.11
0.77
Worst Rolling Year
13.28%
23.24%
Value at Worst Rolling Year
₹1.13 Cr
₹1.23 Cr
Deepest Drawdown
−27.23%
−25.33%
Recovery Period
325 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
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M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
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Fixed Fee
2.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –