Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.64%
3.80%
6 Months
5.29%
7.35%
1 Year
2.64%
9.59%
3 Years
8.64%
7.90%
5 Years
—
12.07%
Since Inception
12.31%
14.25%
Fund Age
3 yrs 11 mo
13 yrs 1 mo
AUM
₹56.94 Cr
₹106.28 Cr
Alpha – 1 Year
−2.08%
9.94%
Alpha – 3 Years
−3.45%
−1.10%
Information Ratio – 3 Years
-0.33
-0.12
Volatility – 1 Year
19.56%
15.58%
Volatility – 3 Years
17.76%
14.39%
Beta – 1 Year
1.08
0.83
Beta – 3 Years
1.07
0.84
Sharpe Ratio – 1 Year
-0.05
0.33
Sharpe Ratio – 3 Years
0.31
0.24
Worst Rolling Year
8.64%
-8.02%
Value at Worst Rolling Year
₹1.09 Cr
₹0.92 Cr
Deepest Drawdown
−25.57%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.28%
Median Rolling Year
14.83%
11.54%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 39% · M 40% · S 18%
Number of Stocks
—
25
Portfolio P/E
—
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
—
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%