Portfolio Management Services (PMS)Compare Schemes
Hanut - Fundamental Quant vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Hanut - Fundamental Quant
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.57%
2.64%
6 Months
13.27%
5.29%
1 Year
19.25%
2.64%
3 Years
19.26%
8.64%
5 Years
12.69%
—
Since Inception
18.49%
12.31%
Fund Age
7 yrs 3 mo
3 yrs 11 mo
AUM
₹40.18 Cr
₹56.94 Cr
Alpha – 1 Year
14.53%
−2.08%
Alpha – 3 Years
7.17%
−3.45%
Information Ratio – 3 Years
0.70
-0.33
Volatility – 1 Year
26.49%
19.56%
Volatility – 3 Years
18.75%
17.76%
Beta – 1 Year
1.37
1.08
Beta – 3 Years
1.06
1.07
Sharpe Ratio – 1 Year
0.59
-0.05
Sharpe Ratio – 3 Years
0.71
0.31
Worst Rolling Year
12.14%
8.64%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−15.45%
−25.57%
Recovery Period
24 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.15%
14.83%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 13% · M 41% · S 44%
—
Number of Stocks
36
—
Portfolio P/E
41.94
—
Top 5 Holdings
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
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
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%