Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
3.41%
20.32%
1 Year
20.00%
29.93%
3 Years
24.29%
—
5 Years
—
—
Since Inception
15.71%
15.24%
Fund Age
4 yrs 7 mo
1 yr 9 mo
AUM
₹129.22 Cr
₹3.17 Cr
Alpha – 1 Year
15.28%
25.21%
Alpha – 3 Years
12.20%
—
Information Ratio – 3 Years
1.16
—
Volatility – 1 Year
22.01%
24.54%
Volatility – 3 Years
22.99%
—
Beta – 1 Year
0.67
1.19
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.70
0.97
Sharpe Ratio – 3 Years
1.11
—
Worst Rolling Year
13.28%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−27.23%
−12.48%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.12%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 28% · M 19% · S 50%
Number of Stocks
—
36
Portfolio P/E
—
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –