Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
Sameeksha - Equity Fund
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%
−0.38%
6 Months
5.29%
11.48%
1 Year
2.64%
7.29%
3 Years
8.64%
16.29%
5 Years
—
16.45%
Since Inception
12.31%
20.67%
Fund Age
3 yrs 11 mo
10 yrs 4 mo
AUM
₹56.94 Cr
₹1,333.94 Cr
Alpha – 1 Year
−2.08%
2.57%
Alpha – 3 Years
−3.45%
4.20%
Information Ratio – 3 Years
-0.33
0.52
Volatility – 1 Year
19.56%
21.33%
Volatility – 3 Years
17.76%
16.22%
Beta – 1 Year
1.08
1.18
Beta – 3 Years
1.07
0.93
Sharpe Ratio – 1 Year
-0.05
0.18
Sharpe Ratio – 3 Years
0.31
0.69
Worst Rolling Year
8.64%
-0.52%
Value at Worst Rolling Year
₹1.09 Cr
₹0.99 Cr
Deepest Drawdown
−25.57%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
14.83%
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
50
Portfolio P/E
—
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
—
—
Fixed Fee
2.00% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 0% / 0%