Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
2.64%
6 Months
32.15%
5.29%
1 Year
16.77%
2.64%
3 Years
19.00%
8.64%
5 Years
20.10%
—
Since Inception
27.01%
12.31%
Fund Age
6 yrs 10 mo
3 yrs 11 mo
AUM
₹247.64 Cr
₹56.94 Cr
Alpha – 1 Year
13.79%
−2.08%
Alpha – 3 Years
7.10%
−3.45%
Information Ratio – 3 Years
0.30
-0.33
Volatility – 1 Year
39.13%
19.56%
Volatility – 3 Years
29.47%
17.76%
Beta – 1 Year
1.87
1.08
Beta – 3 Years
1.36
1.07
Sharpe Ratio – 1 Year
0.42
-0.05
Sharpe Ratio – 3 Years
0.55
0.31
Worst Rolling Year
15.03%
8.64%
Value at Worst Rolling Year
₹1.15 Cr
₹1.09 Cr
Deepest Drawdown
−35.86%
−25.57%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
14.83%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 80%
—
Number of Stocks
42
—
Portfolio P/E
42.30
—
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%