Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
3.41%
9.86%
1 Year
20.00%
32.16%
3 Years
24.29%
19.13%
5 Years
—
12.16%
Since Inception
15.71%
16.12%
Fund Age
4 yrs 7 mo
5 yrs 10 mo
AUM
₹129.22 Cr
₹170.31 Cr
Alpha – 1 Year
15.28%
27.44%
Alpha – 3 Years
12.20%
7.04%
Information Ratio – 3 Years
1.16
0.58
Volatility – 1 Year
22.01%
17.07%
Volatility – 3 Years
22.99%
17.73%
Beta – 1 Year
0.67
0.65
Beta – 3 Years
1.00
0.86
Sharpe Ratio – 1 Year
0.70
1.42
Sharpe Ratio – 3 Years
1.11
0.79
Worst Rolling Year
13.28%
0.71%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−27.23%
−30.82%
Recovery Period
325 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
25.12%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · M 1% · S 72%
Number of Stocks
—
18
Portfolio P/E
—
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%