Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
Motilal Oswal - NTDOP
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%
3.69%
6 Months
5.29%
8.66%
1 Year
2.64%
4.44%
3 Years
8.64%
14.48%
5 Years
—
8.94%
Since Inception
12.31%
14.23%
Fund Age
3 yrs 11 mo
18 yrs 11 mo
AUM
₹56.94 Cr
₹4,562.38 Cr
Alpha – 1 Year
−2.08%
1.46%
Alpha – 3 Years
−3.45%
2.60%
Information Ratio – 3 Years
-0.33
0.08
Volatility – 1 Year
19.56%
20.33%
Volatility – 3 Years
17.76%
19.22%
Beta – 1 Year
1.08
1.12
Beta – 3 Years
1.07
1.12
Sharpe Ratio – 1 Year
-0.05
0.00
Sharpe Ratio – 3 Years
0.31
0.51
Worst Rolling Year
8.64%
-6.78%
Value at Worst Rolling Year
₹1.09 Cr
₹0.93 Cr
Deepest Drawdown
−25.57%
−26.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.01%
Median Rolling Year
14.83%
15.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 16% · M 42% · S 38%
Number of Stocks
—
33
Portfolio P/E
—
40.71
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%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
—
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%