Portfolio Management Services (PMS)Compare Schemes
Invesco - Caterpillar vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Invesco - Caterpillar
MOAT - Moderate Compounders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.09%
2.75%
6 Months
12.77%
8.17%
1 Year
18.71%
3.28%
3 Years
16.31%
8.41%
5 Years
16.50%
12.53%
Since Inception
12.31%
11.01%
Fund Age
20 yrs 2 mo
12 yrs 9 mo
AUM
₹81.03 Cr
₹16.57 Cr
Alpha – 1 Year
13.99%
−1.44%
Alpha – 3 Years
4.22%
−3.68%
Information Ratio – 3 Years
0.46
-0.32
Volatility – 1 Year
18.60%
20.74%
Volatility – 3 Years
18.73%
17.91%
Beta – 1 Year
0.98
1.13
Beta – 3 Years
1.07
1.09
Sharpe Ratio – 1 Year
0.73
0.00
Sharpe Ratio – 3 Years
0.63
0.32
Worst Rolling Year
-17.65%
-16.89%
Value at Worst Rolling Year
₹0.82 Cr
₹0.83 Cr
Deepest Drawdown
−25.73%
−28.21%
Recovery Period
498 days
Not yet recovered
1-Year Rolling Windows Positive
76.16%
73.60%
Median Rolling Year
14.50%
13.43%
5-Year Rolling Windows Positive
86.34%
88.30%
Market-Cap Mix
L 18% · M 28% · S 49%
—
Number of Stocks
23
—
Portfolio P/E
43.00
—
Top 5 Holdings
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
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
Financial Services · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%