Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
SBI AEON ALPHA PMS
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%
0.41%
6 Months
5.29%
20.81%
1 Year
2.64%
15.63%
3 Years
8.64%
13.76%
5 Years
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Since Inception
12.31%
14.77%
Fund Age
3 yrs 11 mo
4 yrs 6 mo
AUM
₹56.94 Cr
₹751.68 Cr
Alpha – 1 Year
−2.08%
16.06%
Alpha – 3 Years
−3.45%
5.19%
Information Ratio – 3 Years
-0.33
0.25
Volatility – 1 Year
19.56%
18.90%
Volatility – 3 Years
17.76%
16.75%
Beta – 1 Year
1.08
0.89
Beta – 3 Years
1.07
0.79
Sharpe Ratio – 1 Year
-0.05
0.57
Sharpe Ratio – 3 Years
0.31
0.53
Worst Rolling Year
8.64%
13.60%
Value at Worst Rolling Year
₹1.09 Cr
₹1.14 Cr
Deepest Drawdown
−25.57%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.83%
15.94%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 16% · M 11% · S 70%
Number of Stocks
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Portfolio P/E
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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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
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Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%