Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.61%
0.30%
6 Months
3.41%
26.99%
1 Year
20.00%
26.29%
3 Years
24.29%
27.01%
5 Years
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Since Inception
15.71%
35.84%
Fund Age
4 yrs 7 mo
4 yrs 3 mo
AUM
₹129.22 Cr
₹521.91 Cr
Alpha – 1 Year
15.28%
28.33%
Alpha – 3 Years
12.20%
20.36%
Information Ratio – 3 Years
1.16
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Volatility – 1 Year
22.01%
31.27%
Volatility – 3 Years
22.99%
25.96%
Beta – 1 Year
0.67
—
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.70
0.72
Sharpe Ratio – 3 Years
1.11
0.85
Worst Rolling Year
13.28%
27.02%
Value at Worst Rolling Year
₹1.13 Cr
₹1.27 Cr
Deepest Drawdown
−27.23%
−26.38%
Recovery Period
325 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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49
Portfolio P/E
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21.17
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%
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Top Sectors
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Fixed Fee
2.75% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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