Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
MRG Capital - Wealth Protector
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%
0.67%
6 Months
5.29%
1.38%
1 Year
2.64%
7.78%
3 Years
8.64%
12.37%
5 Years
—
10.07%
Since Inception
12.31%
13.18%
Fund Age
3 yrs 11 mo
6 yrs 8 mo
AUM
₹56.94 Cr
₹1.13 Cr
Alpha – 1 Year
−2.08%
8.13%
Alpha – 3 Years
−3.45%
3.37%
Information Ratio – 3 Years
-0.33
0.42
Volatility – 1 Year
19.56%
17.12%
Volatility – 3 Years
17.76%
14.65%
Beta – 1 Year
1.08
0.93
Beta – 3 Years
1.07
0.90
Sharpe Ratio – 1 Year
-0.05
0.21
Sharpe Ratio – 3 Years
0.31
0.51
Worst Rolling Year
8.64%
10.01%
Value at Worst Rolling Year
₹1.09 Cr
₹1.10 Cr
Deepest Drawdown
−25.57%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.83%
15.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 34% · M 14% · S 34%
Number of Stocks
—
43
Portfolio P/E
—
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
—
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
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%