Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Money Life - Mas Prime
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
Money Life - Mas Prime
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.64%
6.82%
6 Months
5.29%
25.39%
1 Year
2.64%
17.69%
3 Years
8.64%
21.57%
5 Years
—
14.87%
Since Inception
12.31%
17.17%
Fund Age
3 yrs 11 mo
6 yrs 10 mo
AUM
₹56.94 Cr
₹119.43 Cr
Alpha – 1 Year
−2.08%
18.04%
Alpha – 3 Years
−3.45%
12.57%
Information Ratio – 3 Years
-0.33
0.68
Volatility – 1 Year
19.56%
26.38%
Volatility – 3 Years
17.76%
21.61%
Beta – 1 Year
1.08
0.88
Beta – 3 Years
1.07
0.85
Sharpe Ratio – 1 Year
-0.05
0.54
Sharpe Ratio – 3 Years
0.31
0.77
Worst Rolling Year
8.64%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−25.57%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.83%
—
5-Year Rolling Windows Positive
—
—
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%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%