Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Shree dynamic plan
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
Shree dynamic plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.64%
1.81%
6 Months
5.29%
1.04%
1 Year
2.64%
0.26%
3 Years
8.64%
5.24%
5 Years
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Since Inception
12.31%
8.72%
Fund Age
3 yrs 11 mo
3 yrs 3 mo
AUM
₹56.94 Cr
₹10.49 Cr
Alpha – 1 Year
−2.08%
−5.71%
Alpha – 3 Years
−3.45%
−5.66%
Information Ratio – 3 Years
-0.33
-0.42
Volatility – 1 Year
19.56%
12.03%
Volatility – 3 Years
17.76%
9.92%
Beta – 1 Year
1.08
1.11
Beta – 3 Years
1.07
1.06
Sharpe Ratio – 1 Year
-0.05
-0.37
Sharpe Ratio – 3 Years
0.31
0.02
Worst Rolling Year
8.64%
4.93%
Value at Worst Rolling Year
₹1.09 Cr
₹1.05 Cr
Deepest Drawdown
−25.57%
−12.18%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.83%
6.41%
5-Year Rolling Windows Positive
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Market-Cap Mix
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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%
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Top Sectors
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Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%