Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
MOAT - Moderate Compounders
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%
2.75%
6 Months
−2.30%
8.17%
1 Year
1.68%
3.28%
3 Years
13.91%
8.41%
5 Years
—
12.53%
Since Inception
14.05%
11.01%
Fund Age
3 yrs 10 mo
12 yrs 9 mo
AUM
₹53.78 Cr
₹16.57 Cr
Alpha – 1 Year
−3.04%
−1.44%
Alpha – 3 Years
1.82%
−3.68%
Information Ratio – 3 Years
0.34
-0.32
Volatility – 1 Year
15.80%
20.74%
Volatility – 3 Years
15.64%
17.91%
Beta – 1 Year
0.86
1.13
Beta – 3 Years
0.97
1.09
Sharpe Ratio – 1 Year
-0.15
0.00
Sharpe Ratio – 3 Years
0.71
0.32
Worst Rolling Year
15.78%
-16.89%
Value at Worst Rolling Year
₹1.16 Cr
₹0.83 Cr
Deepest Drawdown
−18.40%
−28.21%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
20.35%
13.43%
5-Year Rolling Windows Positive
—
88.30%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
—
—
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%