Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
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
5.45%
2.75%
6 Months
16.85%
8.17%
1 Year
9.30%
3.28%
3 Years
14.05%
8.41%
5 Years
14.30%
12.53%
Since Inception
24.29%
11.01%
Fund Age
14 yrs 10 mo
12 yrs 9 mo
AUM
₹372.24 Cr
₹16.57 Cr
Alpha – 1 Year
4.58%
−1.44%
Alpha – 3 Years
1.97%
−3.68%
Information Ratio – 3 Years
0.33
-0.32
Volatility – 1 Year
21.18%
20.74%
Volatility – 3 Years
20.18%
17.91%
Beta – 1 Year
1.04
1.13
Beta – 3 Years
1.12
1.09
Sharpe Ratio – 1 Year
0.27
0.00
Sharpe Ratio – 3 Years
0.49
0.32
Worst Rolling Year
-10.46%
-16.89%
Value at Worst Rolling Year
₹0.90 Cr
₹0.83 Cr
Deepest Drawdown
−23.77%
−28.21%
Recovery Period
99 days
Not yet recovered
1-Year Rolling Windows Positive
93.61%
73.60%
Median Rolling Year
27.35%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
Market-Cap Mix
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—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
0% / 0% / 0%