Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
MOAT - Moderate Compounders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
2.75%
6 Months
0.50%
8.17%
1 Year
6.34%
3.28%
3 Years
19.74%
8.41%
5 Years
16.62%
12.53%
Since Inception
20.10%
11.01%
Fund Age
6 yrs 1 mo
12 yrs 9 mo
AUM
₹56.91 Cr
₹16.57 Cr
Alpha – 1 Year
1.64%
−1.44%
Alpha – 3 Years
7.64%
−3.68%
Information Ratio – 3 Years
0.90
-0.32
Volatility – 1 Year
16.52%
20.74%
Volatility – 3 Years
17.18%
17.91%
Beta – 1 Year
0.89
1.13
Beta – 3 Years
1.04
1.09
Sharpe Ratio – 1 Year
0.14
0.00
Sharpe Ratio – 3 Years
0.84
0.32
Worst Rolling Year
18.93%
-16.89%
Value at Worst Rolling Year
₹1.19 Cr
₹0.83 Cr
Deepest Drawdown
−18.72%
−28.21%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
25.30%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
Market-Cap Mix
L 59% · M 40%
—
Number of Stocks
20
—
Portfolio P/E
27.00
—
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%