Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Turtle Wealth -Wealth 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%
4.93%
6 Months
3.41%
2.72%
1 Year
20.00%
22.88%
3 Years
24.29%
20.47%
5 Years
—
15.12%
Since Inception
15.71%
17.02%
Fund Age
4 yrs 7 mo
6 yrs 11 mo
AUM
₹129.22 Cr
₹261.05 Cr
Alpha – 1 Year
15.28%
18.16%
Alpha – 3 Years
12.20%
8.38%
Information Ratio – 3 Years
1.16
0.98
Volatility – 1 Year
22.01%
17.62%
Volatility – 3 Years
22.99%
15.64%
Beta – 1 Year
0.67
0.83
Beta – 3 Years
1.00
0.87
Sharpe Ratio – 1 Year
0.70
0.97
Sharpe Ratio – 3 Years
1.11
0.94
Worst Rolling Year
13.28%
7.22%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−27.23%
−19.96%
Recovery Period
325 days
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 28% · M 19% · S 43%
Number of Stocks
—
18
Portfolio P/E
—
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
—
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%