Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
MOAT - Moderate Compounders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
2.75%
6 Months
25.00%
8.17%
1 Year
17.14%
3.28%
3 Years
16.20%
8.41%
5 Years
15.34%
12.53%
Since Inception
19.60%
11.01%
Fund Age
7 yrs 3 mo
12 yrs 9 mo
AUM
₹127.23 Cr
₹16.57 Cr
Alpha – 1 Year
12.42%
−1.44%
Alpha – 3 Years
4.43%
−3.68%
Information Ratio – 3 Years
0.38
-0.32
Volatility – 1 Year
23.12%
20.74%
Volatility – 3 Years
20.20%
17.91%
Beta – 1 Year
1.18
1.13
Beta – 3 Years
1.05
1.09
Sharpe Ratio – 1 Year
0.56
0.00
Sharpe Ratio – 3 Years
0.61
0.32
Worst Rolling Year
13.55%
-16.89%
Value at Worst Rolling Year
₹1.14 Cr
₹0.83 Cr
Deepest Drawdown
−26.74%
−28.21%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
20.50%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
Market-Cap Mix
L 26% · M 19% · S 50%
—
Number of Stocks
101
—
Portfolio P/E
52.20
—
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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 · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%