Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
5.29%
6.66%
1 Year
2.64%
7.95%
3 Years
8.64%
14.01%
5 Years
—
12.40%
Since Inception
12.31%
16.07%
Fund Age
3 yrs 11 mo
12 yrs 5 mo
AUM
₹56.94 Cr
₹27.98 Cr
Alpha – 1 Year
−2.08%
3.23%
Alpha – 3 Years
−3.45%
1.92%
Information Ratio – 3 Years
-0.33
0.55
Volatility – 1 Year
19.56%
16.42%
Volatility – 3 Years
17.76%
14.36%
Beta – 1 Year
1.08
0.92
Beta – 3 Years
1.07
0.91
Sharpe Ratio – 1 Year
-0.05
0.15
Sharpe Ratio – 3 Years
0.31
0.63
Worst Rolling Year
8.64%
-4.39%
Value at Worst Rolling Year
₹1.09 Cr
₹0.96 Cr
Deepest Drawdown
−25.57%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
14.83%
15.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 25% · M 6% · S 37%
Number of Stocks
—
30
Portfolio P/E
—
29.90
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 · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
—
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%