Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
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
2.23%
2.75%
6 Months
7.97%
8.17%
1 Year
6.21%
3.28%
3 Years
12.78%
8.41%
5 Years
14.19%
12.53%
Since Inception
16.41%
11.01%
Fund Age
7 yrs 3 mo
12 yrs 9 mo
AUM
₹115.97 Cr
₹16.57 Cr
Alpha – 1 Year
1.49%
−1.44%
Alpha – 3 Years
0.69%
−3.68%
Information Ratio – 3 Years
0.20
-0.32
Volatility – 1 Year
15.75%
20.74%
Volatility – 3 Years
15.69%
17.91%
Beta – 1 Year
0.82
1.13
Beta – 3 Years
0.88
1.09
Sharpe Ratio – 1 Year
0.12
0.00
Sharpe Ratio – 3 Years
0.51
0.32
Worst Rolling Year
11.84%
-16.89%
Value at Worst Rolling Year
₹1.12 Cr
₹0.83 Cr
Deepest Drawdown
−23.37%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
21.02%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
Market-Cap Mix
—
—
Number of Stocks
35
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
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%