Portfolio Management Services (PMS)Compare Schemes
Ladderup-Proud PMS vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Ladderup-Proud PMS
MOAT - Moderate Compounders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
2.75%
6 Months
7.09%
8.17%
1 Year
−3.99%
3.28%
3 Years
6.36%
8.41%
5 Years
—
12.53%
Since Inception
8.96%
11.01%
Fund Age
3 yrs 3 mo
12 yrs 9 mo
AUM
₹101.42 Cr
₹16.57 Cr
Alpha – 1 Year
−8.71%
−1.44%
Alpha – 3 Years
−5.73%
−3.68%
Information Ratio – 3 Years
-0.76
-0.32
Volatility – 1 Year
21.06%
20.74%
Volatility – 3 Years
16.81%
17.91%
Beta – 1 Year
1.13
1.13
Beta – 3 Years
1.00
1.09
Sharpe Ratio – 1 Year
-0.35
0.00
Sharpe Ratio – 3 Years
0.15
0.32
Worst Rolling Year
5.39%
-16.89%
Value at Worst Rolling Year
₹1.05 Cr
₹0.83 Cr
Deepest Drawdown
−25.09%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
7.02%
13.43%
5-Year Rolling Windows Positive
—
88.30%
Market-Cap Mix
—
—
Number of Stocks
25
—
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
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%