Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
Purnartha Pratham 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%
5.49%
6 Months
5.29%
9.46%
1 Year
2.64%
17.52%
3 Years
8.64%
14.28%
5 Years
—
9.02%
Since Inception
12.31%
12.49%
Fund Age
3 yrs 11 mo
5 yrs 11 mo
AUM
₹56.94 Cr
₹1,633.45 Cr
Alpha – 1 Year
−2.08%
12.80%
Alpha – 3 Years
−3.45%
2.19%
Information Ratio – 3 Years
-0.33
0.28
Volatility – 1 Year
19.56%
23.87%
Volatility – 3 Years
17.76%
18.97%
Beta – 1 Year
1.08
1.12
Beta – 3 Years
1.07
1.06
Sharpe Ratio – 1 Year
-0.05
0.57
Sharpe Ratio – 3 Years
0.31
0.55
Worst Rolling Year
8.64%
7.21%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−25.57%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.83%
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 14% · M 11% · S 40%
Number of Stocks
—
—
Portfolio P/E
—
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%