Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
2.64%
6 Months
−2.30%
5.29%
1 Year
1.68%
2.64%
3 Years
13.91%
8.64%
5 Years
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Since Inception
14.05%
12.31%
Fund Age
3 yrs 10 mo
3 yrs 11 mo
AUM
₹53.78 Cr
₹56.94 Cr
Alpha – 1 Year
−3.04%
−2.08%
Alpha – 3 Years
1.82%
−3.45%
Information Ratio – 3 Years
0.34
-0.33
Volatility – 1 Year
15.80%
19.56%
Volatility – 3 Years
15.64%
17.76%
Beta – 1 Year
0.86
1.08
Beta – 3 Years
0.97
1.07
Sharpe Ratio – 1 Year
-0.15
-0.05
Sharpe Ratio – 3 Years
0.71
0.31
Worst Rolling Year
15.78%
8.64%
Value at Worst Rolling Year
₹1.16 Cr
₹1.09 Cr
Deepest Drawdown
−18.40%
−25.57%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
14.83%
5-Year Rolling Windows Positive
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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
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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
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%