Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
True Beacon-Flexicap Fundamental Opportunities
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%
2.72%
6 Months
3.41%
15.01%
1 Year
20.00%
17.96%
3 Years
24.29%
17.24%
5 Years
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Since Inception
15.71%
18.03%
Fund Age
4 yrs 7 mo
3 yrs 4 mo
AUM
₹129.22 Cr
₹146.81 Cr
Alpha – 1 Year
15.28%
14.98%
Alpha – 3 Years
12.20%
5.35%
Information Ratio – 3 Years
1.16
0.78
Volatility – 1 Year
22.01%
19.01%
Volatility – 3 Years
22.99%
16.70%
Beta – 1 Year
0.67
1.02
Beta – 3 Years
1.00
0.99
Sharpe Ratio – 1 Year
0.70
0.68
Sharpe Ratio – 3 Years
1.11
0.72
Worst Rolling Year
13.28%
17.01%
Value at Worst Rolling Year
₹1.13 Cr
₹1.17 Cr
Deepest Drawdown
−27.23%
−19.00%
Recovery Period
325 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
17.57%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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50
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%
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
Top Sectors
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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%