Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
MOAT - Moderate Compounders
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
−3.33%
2.75%
6 Months
24.60%
8.17%
1 Year
7.56%
3.28%
3 Years
20.98%
8.41%
5 Years
—
12.53%
Since Inception
24.10%
11.01%
Fund Age
4 yrs 4 mo
12 yrs 9 mo
AUM
₹3.89 Cr
₹16.57 Cr
Alpha – 1 Year
4.58%
−1.44%
Alpha – 3 Years
9.08%
−3.68%
Information Ratio – 3 Years
0.07
-0.32
Volatility – 1 Year
32.74%
20.74%
Volatility – 3 Years
27.24%
17.91%
Beta – 1 Year
1.49
1.13
Beta – 3 Years
1.30
1.09
Sharpe Ratio – 1 Year
0.20
0.00
Sharpe Ratio – 3 Years
0.49
0.32
Worst Rolling Year
17.91%
-16.89%
Value at Worst Rolling Year
₹1.18 Cr
₹0.83 Cr
Deepest Drawdown
−34.40%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
25.17%
13.43%
5-Year Rolling Windows Positive
—
88.30%
Market-Cap Mix
—
—
Number of Stocks
27
—
Portfolio P/E
52.77
—
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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
—
—
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%