Portfolio Management Services (PMS)Compare Schemes
MOAT - UpperCrust Wealth Fund vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
MOAT - UpperCrust Wealth Fund
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
3.41%
1.92%
1 Year
20.00%
0.43%
3 Years
24.29%
—
5 Years
—
—
Since Inception
15.71%
6.17%
Fund Age
4 yrs 7 mo
2 yrs 2 mo
AUM
₹129.22 Cr
₹22.98 Cr
Alpha – 1 Year
15.28%
−2.55%
Alpha – 3 Years
12.20%
—
Information Ratio – 3 Years
1.16
—
Volatility – 1 Year
22.01%
16.90%
Volatility – 3 Years
22.99%
—
Beta – 1 Year
0.67
0.96
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.70
-0.22
Sharpe Ratio – 3 Years
1.11
—
Worst Rolling Year
13.28%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−27.23%
−16.17%
Recovery Period
325 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.12%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 61% · M 14% · S 21%
Number of Stocks
—
41
Portfolio P/E
—
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%