Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
QED Capital - Alphabets
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%
4.25%
6 Months
5.29%
7.44%
1 Year
2.64%
14.27%
3 Years
8.64%
13.32%
5 Years
—
10.94%
Since Inception
12.31%
15.43%
Fund Age
3 yrs 11 mo
5 yrs 4 mo
AUM
₹56.94 Cr
₹21.45 Cr
Alpha – 1 Year
−2.08%
9.55%
Alpha – 3 Years
−3.45%
1.23%
Information Ratio – 3 Years
-0.33
0.37
Volatility – 1 Year
19.56%
12.68%
Volatility – 3 Years
17.76%
17.36%
Beta – 1 Year
1.08
0.58
Beta – 3 Years
1.07
0.73
Sharpe Ratio – 1 Year
-0.05
0.70
Sharpe Ratio – 3 Years
0.31
0.70
Worst Rolling Year
8.64%
12.64%
Value at Worst Rolling Year
₹1.09 Cr
₹1.13 Cr
Deepest Drawdown
−25.57%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.83%
17.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 7% · M 28% · S 62%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
—
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%