Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
5.29%
2.17%
1 Year
2.64%
7.07%
3 Years
8.64%
15.12%
5 Years
—
—
Since Inception
12.31%
19.80%
Fund Age
3 yrs 11 mo
7 yrs 3 mo
AUM
₹56.94 Cr
₹7.19 Cr
Alpha – 1 Year
−2.08%
7.50%
Alpha – 3 Years
−3.45%
6.56%
Information Ratio – 3 Years
-0.33
1.22
Volatility – 1 Year
19.56%
19.38%
Volatility – 3 Years
17.76%
16.31%
Beta – 1 Year
1.08
1.18
Beta – 3 Years
1.07
1.13
Sharpe Ratio – 1 Year
-0.05
0.17
Sharpe Ratio – 3 Years
0.31
0.62
Worst Rolling Year
8.64%
14.31%
Value at Worst Rolling Year
₹1.09 Cr
₹1.14 Cr
Deepest Drawdown
−25.57%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.83%
16.29%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 73% · M 25%
Number of Stocks
—
100
Portfolio P/E
—
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –