Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
Pelican PE fund
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%
−1.39%
6 Months
5.29%
−2.47%
1 Year
2.64%
1.15%
3 Years
8.64%
8.53%
5 Years
—
8.38%
Since Inception
12.31%
10.13%
Fund Age
3 yrs 11 mo
8 yrs 2 mo
AUM
₹56.94 Cr
₹52.94 Cr
Alpha – 1 Year
−2.08%
1.50%
Alpha – 3 Years
−3.45%
−0.47%
Information Ratio – 3 Years
-0.33
-0.50
Volatility – 1 Year
19.56%
18.43%
Volatility – 3 Years
17.76%
14.27%
Beta – 1 Year
1.08
1.13
Beta – 3 Years
1.07
0.99
Sharpe Ratio – 1 Year
-0.05
-0.13
Sharpe Ratio – 3 Years
0.31
0.15
Worst Rolling Year
8.64%
7.57%
Value at Worst Rolling Year
₹1.09 Cr
₹1.08 Cr
Deepest Drawdown
−25.57%
−16.90%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.83%
12.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 64% · M 27% · S 1%
Number of Stocks
—
10
Portfolio P/E
—
46.08
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%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
—
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%