Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
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
2.64%
2.75%
6 Months
5.29%
8.17%
1 Year
2.64%
3.28%
3 Years
8.64%
8.41%
5 Years
—
12.53%
Since Inception
12.31%
11.01%
Fund Age
3 yrs 11 mo
12 yrs 9 mo
AUM
₹56.94 Cr
₹16.57 Cr
Alpha – 1 Year
−2.08%
−1.44%
Alpha – 3 Years
−3.45%
−3.68%
Information Ratio – 3 Years
-0.33
-0.32
Volatility – 1 Year
19.56%
20.74%
Volatility – 3 Years
17.76%
17.91%
Beta – 1 Year
1.08
1.13
Beta – 3 Years
1.07
1.09
Sharpe Ratio – 1 Year
-0.05
0.00
Sharpe Ratio – 3 Years
0.31
0.32
Worst Rolling Year
8.64%
-16.89%
Value at Worst Rolling Year
₹1.09 Cr
₹0.83 Cr
Deepest Drawdown
−25.57%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
14.83%
13.43%
5-Year Rolling Windows Positive
—
88.30%
Market-Cap Mix
—
—
Number of Stocks
—
—
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%
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%