Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
Renaissance - Opportunities Portfolio
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%
−0.04%
6 Months
5.29%
0.28%
1 Year
2.64%
2.14%
3 Years
8.64%
10.02%
5 Years
—
13.15%
Since Inception
12.31%
11.46%
Fund Age
3 yrs 11 mo
8 yrs 7 mo
AUM
₹56.94 Cr
₹585.94 Cr
Alpha – 1 Year
−2.08%
2.49%
Alpha – 3 Years
−3.45%
1.02%
Information Ratio – 3 Years
-0.33
0.18
Volatility – 1 Year
19.56%
16.38%
Volatility – 3 Years
17.76%
14.42%
Beta – 1 Year
1.08
1.00
Beta – 3 Years
1.07
0.96
Sharpe Ratio – 1 Year
-0.05
-0.13
Sharpe Ratio – 3 Years
0.31
0.38
Worst Rolling Year
8.64%
3.37%
Value at Worst Rolling Year
₹1.09 Cr
₹1.03 Cr
Deepest Drawdown
−25.57%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.83%
18.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 65% · M 26% · S 8%
Number of Stocks
—
31
Portfolio P/E
—
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
—
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%