Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
3.41%
13.10%
1 Year
20.00%
18.11%
3 Years
24.29%
14.56%
5 Years
—
8.71%
Since Inception
15.71%
13.67%
Fund Age
4 yrs 7 mo
11 yrs 2 mo
AUM
₹129.22 Cr
₹138.06 Cr
Alpha – 1 Year
15.28%
18.46%
Alpha – 3 Years
12.20%
5.57%
Information Ratio – 3 Years
1.16
0.62
Volatility – 1 Year
22.01%
22.83%
Volatility – 3 Years
22.99%
16.72%
Beta – 1 Year
0.67
1.29
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
0.70
0.61
Sharpe Ratio – 3 Years
1.11
0.55
Worst Rolling Year
13.28%
-8.44%
Value at Worst Rolling Year
₹1.13 Cr
₹0.92 Cr
Deepest Drawdown
−27.23%
−17.10%
Recovery Period
325 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
25.12%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%