Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
NMR GROWTH STRATEGY
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%
5.30%
6 Months
5.29%
39.16%
1 Year
2.64%
20.20%
3 Years
8.64%
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5 Years
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Since Inception
12.31%
17.87%
Fund Age
3 yrs 11 mo
19 mo
AUM
₹56.94 Cr
₹82.38 Cr
Alpha – 1 Year
−2.08%
15.48%
Alpha – 3 Years
−3.45%
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Information Ratio – 3 Years
-0.33
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Volatility – 1 Year
19.56%
34.86%
Volatility – 3 Years
17.76%
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Beta – 1 Year
1.08
1.65
Beta – 3 Years
1.07
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Sharpe Ratio – 1 Year
-0.05
0.53
Sharpe Ratio – 3 Years
0.31
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Worst Rolling Year
8.64%
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Value at Worst Rolling Year
₹1.09 Cr
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Deepest Drawdown
−25.57%
−24.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
14.83%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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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%
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
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Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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