Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
ORO-Alpha Value
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%
0.44%
6 Months
5.29%
5.47%
1 Year
2.64%
6.35%
3 Years
8.64%
—
5 Years
—
—
Since Inception
12.31%
6.04%
Fund Age
3 yrs 11 mo
3 yrs 8 mo
AUM
₹56.94 Cr
₹1.28 Cr
Alpha – 1 Year
−2.08%
3.37%
Alpha – 3 Years
−3.45%
—
Information Ratio – 3 Years
-0.33
—
Volatility – 1 Year
19.56%
17.26%
Volatility – 3 Years
17.76%
15.80%
Beta – 1 Year
1.08
0.95
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
-0.05
0.12
Sharpe Ratio – 3 Years
0.31
0.10
Worst Rolling Year
8.64%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−25.57%
−17.83%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.83%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 42% · M 17% · S 27%
Number of Stocks
—
24
Portfolio P/E
—
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
—
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%