Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
MOAT - Emerging Moat
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
2.64%
6 Months
−4.71%
5.29%
1 Year
−3.08%
2.64%
3 Years
0.90%
8.64%
5 Years
2.23%
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Since Inception
3.05%
12.31%
Fund Age
8 yrs 1 mo
3 yrs 11 mo
AUM
₹0.38 Cr
₹56.94 Cr
Alpha – 1 Year
−2.73%
−2.08%
Alpha – 3 Years
−8.10%
−3.45%
Information Ratio – 3 Years
-0.39
-0.33
Volatility – 1 Year
6.90%
19.56%
Volatility – 3 Years
8.35%
17.76%
Beta – 1 Year
0.35
1.08
Beta – 3 Years
0.40
1.07
Sharpe Ratio – 1 Year
-1.18
-0.05
Sharpe Ratio – 3 Years
-0.31
0.31
Worst Rolling Year
0.90%
8.64%
Value at Worst Rolling Year
₹1.01 Cr
₹1.09 Cr
Deepest Drawdown
−16.09%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
14.83%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
Aditya Birla SL Liquid Fund - Direct (G) · 39.47%
Lupin Ltd · 22.96%
Other Funds · 15.79%
Godrej Consumer Products Ltd · 7.34%
Gujarat Pipavav Port Ltd · 6.23%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
—
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%