Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
3.41%
6.39%
1 Year
20.00%
0.37%
3 Years
24.29%
11.18%
5 Years
—
—
Since Inception
15.71%
4.21%
Fund Age
4 yrs 7 mo
4 yrs 6 mo
AUM
₹129.22 Cr
₹59.82 Cr
Alpha – 1 Year
15.28%
−2.61%
Alpha – 3 Years
12.20%
−0.71%
Information Ratio – 3 Years
1.16
0.13
Volatility – 1 Year
22.01%
22.91%
Volatility – 3 Years
22.99%
17.96%
Beta – 1 Year
0.67
1.09
Beta – 3 Years
1.00
1.01
Sharpe Ratio – 1 Year
0.70
-0.11
Sharpe Ratio – 3 Years
1.11
0.38
Worst Rolling Year
13.28%
3.87%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−27.23%
−25.26%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.12%
12.37%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 40% · M 26% · S 33%
Number of Stocks
—
35
Portfolio P/E
—
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
—
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%