Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.61%
3.42%
6 Months
3.41%
2.89%
1 Year
20.00%
2.59%
3 Years
24.29%
10.39%
5 Years
—
8.86%
Since Inception
15.71%
11.13%
Fund Age
4 yrs 7 mo
5 yrs 6 mo
AUM
₹129.22 Cr
₹63.54 Cr
Alpha – 1 Year
15.28%
−0.39%
Alpha – 3 Years
12.20%
−1.50%
Information Ratio – 3 Years
1.16
-0.34
Volatility – 1 Year
22.01%
16.68%
Volatility – 3 Years
22.99%
13.79%
Beta – 1 Year
0.67
0.95
Beta – 3 Years
1.00
0.88
Sharpe Ratio – 1 Year
0.70
-0.09
Sharpe Ratio – 3 Years
1.11
0.40
Worst Rolling Year
13.28%
6.98%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−27.23%
−15.31%
Recovery Period
325 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 69% · M 25% · S 5%
Number of Stocks
—
40
Portfolio P/E
—
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%