Portfolio Management Services (PMS)Compare Schemes
Geojit - Ethical Portfolio vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Geojit - Ethical Portfolio
MOAT - Emerging Moat
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
2.64%
6 Months
9.02%
5.29%
1 Year
1.62%
2.64%
3 Years
4.68%
8.64%
5 Years
—
—
Since Inception
5.77%
12.31%
Fund Age
4 yrs 7 mo
3 yrs 11 mo
AUM
₹13.09 Cr
₹56.94 Cr
Alpha – 1 Year
−3.10%
−2.08%
Alpha – 3 Years
−7.41%
−3.45%
Information Ratio – 3 Years
-1.02
-0.33
Volatility – 1 Year
18.69%
19.56%
Volatility – 3 Years
17.05%
17.76%
Beta – 1 Year
0.99
1.08
Beta – 3 Years
1.00
1.07
Sharpe Ratio – 1 Year
-0.11
-0.05
Sharpe Ratio – 3 Years
0.01
0.31
Worst Rolling Year
2.83%
8.64%
Value at Worst Rolling Year
₹1.03 Cr
₹1.09 Cr
Deepest Drawdown
−28.39%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.57%
14.83%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 17% · S 45%
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Number of Stocks
30
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Portfolio P/E
—
—
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
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
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
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Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%