Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
NJ - Bluechip
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%
−1.21%
6 Months
5.29%
5.09%
1 Year
2.64%
0.26%
3 Years
8.64%
9.53%
5 Years
—
5.40%
Since Inception
12.31%
12.09%
Fund Age
3 yrs 11 mo
8 yrs 5 mo
AUM
₹56.94 Cr
₹1,644.09 Cr
Alpha – 1 Year
−2.08%
0.61%
Alpha – 3 Years
−3.45%
0.54%
Information Ratio – 3 Years
-0.33
0.06
Volatility – 1 Year
19.56%
17.94%
Volatility – 3 Years
17.76%
17.25%
Beta – 1 Year
1.08
1.03
Beta – 3 Years
1.07
1.11
Sharpe Ratio – 1 Year
-0.05
-0.20
Sharpe Ratio – 3 Years
0.31
0.31
Worst Rolling Year
8.64%
2.29%
Value at Worst Rolling Year
₹1.09 Cr
₹1.02 Cr
Deepest Drawdown
−25.57%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.83%
16.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 49% · M 36% · S 14%
Number of Stocks
—
20
Portfolio P/E
—
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
—
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%