Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
QED Capital - Core Equity
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%
2.59%
6 Months
5.29%
−7.48%
1 Year
2.64%
2.63%
3 Years
8.64%
—
5 Years
—
—
Since Inception
12.31%
2.29%
Fund Age
3 yrs 11 mo
16 mo
AUM
₹56.94 Cr
₹10.89 Cr
Alpha – 1 Year
−2.08%
−2.09%
Alpha – 3 Years
−3.45%
—
Information Ratio – 3 Years
-0.33
—
Volatility – 1 Year
19.56%
13.82%
Volatility – 3 Years
17.76%
—
Beta – 1 Year
1.08
0.65
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
-0.05
-0.12
Sharpe Ratio – 3 Years
0.31
—
Worst Rolling Year
8.64%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−25.57%
−13.29%
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 47% · M 38%
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%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
—
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
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%