Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.61%
3.29%
6 Months
3.41%
14.68%
1 Year
20.00%
11.65%
3 Years
24.29%
7.09%
5 Years
—
8.41%
Since Inception
15.71%
10.45%
Fund Age
4 yrs 7 mo
10 yrs 5 mo
AUM
₹129.22 Cr
₹24.48 Cr
Alpha – 1 Year
15.28%
12.00%
Alpha – 3 Years
12.20%
−1.90%
Information Ratio – 3 Years
1.16
-0.12
Volatility – 1 Year
22.01%
20.48%
Volatility – 3 Years
22.99%
16.32%
Beta – 1 Year
0.67
1.11
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
0.70
0.36
Sharpe Ratio – 3 Years
1.11
0.15
Worst Rolling Year
13.28%
-5.06%
Value at Worst Rolling Year
₹1.13 Cr
₹0.95 Cr
Deepest Drawdown
−27.23%
−24.00%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
25.12%
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 41% · M 5% · S 35%
Number of Stocks
—
31
Portfolio P/E
—
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
—
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –