Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
2.64%
6 Months
7.97%
5.29%
1 Year
6.21%
2.64%
3 Years
12.78%
8.64%
5 Years
14.19%
—
Since Inception
16.41%
12.31%
Fund Age
7 yrs 3 mo
3 yrs 11 mo
AUM
₹115.97 Cr
₹56.94 Cr
Alpha – 1 Year
1.49%
−2.08%
Alpha – 3 Years
0.69%
−3.45%
Information Ratio – 3 Years
0.20
-0.33
Volatility – 1 Year
15.75%
19.56%
Volatility – 3 Years
15.69%
17.76%
Beta – 1 Year
0.82
1.08
Beta – 3 Years
0.88
1.07
Sharpe Ratio – 1 Year
0.12
-0.05
Sharpe Ratio – 3 Years
0.51
0.31
Worst Rolling Year
11.84%
8.64%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−23.37%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.02%
14.83%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
35
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
1.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%