Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.64%
−0.03%
6 Months
5.29%
1.95%
1 Year
2.64%
9.19%
3 Years
8.64%
16.93%
5 Years
—
11.74%
Since Inception
12.31%
12.55%
Fund Age
3 yrs 11 mo
7 yrs 3 mo
AUM
₹56.94 Cr
₹17.39 Cr
Alpha – 1 Year
−2.08%
9.54%
Alpha – 3 Years
−3.45%
7.93%
Information Ratio – 3 Years
-0.33
0.83
Volatility – 1 Year
19.56%
16.46%
Volatility – 3 Years
17.76%
13.48%
Beta – 1 Year
1.08
0.82
Beta – 3 Years
1.07
0.74
Sharpe Ratio – 1 Year
-0.05
0.29
Sharpe Ratio – 3 Years
0.31
0.84
Worst Rolling Year
8.64%
3.01%
Value at Worst Rolling Year
₹1.09 Cr
₹1.03 Cr
Deepest Drawdown
−25.57%
−16.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.83%
16.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 27% · M 18% · S 26%
Number of Stocks
—
53
Portfolio P/E
—
33.46
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%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
—
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%