Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
Nippon - Absolute Freedom - ABS
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%
5.68%
6 Months
5.29%
10.98%
1 Year
2.64%
10.72%
3 Years
8.64%
15.83%
5 Years
—
13.58%
Since Inception
12.31%
14.48%
Fund Age
3 yrs 11 mo
21 yrs 11 mo
AUM
₹56.94 Cr
₹8.51 Cr
Alpha – 1 Year
−2.08%
6.00%
Alpha – 3 Years
−3.45%
3.74%
Information Ratio – 3 Years
-0.33
0.71
Volatility – 1 Year
19.56%
16.38%
Volatility – 3 Years
17.76%
14.45%
Beta – 1 Year
1.08
0.87
Beta – 3 Years
1.07
0.89
Sharpe Ratio – 1 Year
-0.05
0.33
Sharpe Ratio – 3 Years
0.31
0.72
Worst Rolling Year
8.64%
-12.28%
Value at Worst Rolling Year
₹1.09 Cr
₹0.88 Cr
Deepest Drawdown
−25.57%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
14.83%
13.32%
5-Year Rolling Windows Positive
—
98.04%
Market-Cap Mix
—
L 23% · M 15% · S 43%
Number of Stocks
—
30
Portfolio P/E
—
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
—
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%