Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
2.64%
6 Months
11.19%
5.29%
1 Year
4.47%
2.64%
3 Years
14.82%
8.64%
5 Years
12.64%
—
Since Inception
13.38%
12.31%
Fund Age
19 yrs
3 yrs 11 mo
AUM
₹1,249 Cr
₹56.94 Cr
Alpha – 1 Year
4.82%
−2.08%
Alpha – 3 Years
5.82%
−3.45%
Information Ratio – 3 Years
0.87
-0.33
Volatility – 1 Year
21.24%
19.56%
Volatility – 3 Years
17.51%
17.76%
Beta – 1 Year
1.09
1.08
Beta – 3 Years
1.04
1.07
Sharpe Ratio – 1 Year
0.05
-0.05
Sharpe Ratio – 3 Years
0.69
0.31
Worst Rolling Year
—
8.64%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−25.57%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.83%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 40% · M 40% · S 15%
—
Number of Stocks
25
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
—
—
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%