Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.64%
6.91%
6 Months
5.29%
15.63%
1 Year
2.64%
20.01%
3 Years
8.64%
17.10%
5 Years
—
15.64%
Since Inception
12.31%
13.05%
Fund Age
3 yrs 11 mo
8 yrs 11 mo
AUM
₹56.94 Cr
₹46.46 Cr
Alpha – 1 Year
−2.08%
15.29%
Alpha – 3 Years
−3.45%
5.01%
Information Ratio – 3 Years
-0.33
0.88
Volatility – 1 Year
19.56%
20.61%
Volatility – 3 Years
17.76%
19.98%
Beta – 1 Year
1.08
0.94
Beta – 3 Years
1.07
1.02
Sharpe Ratio – 1 Year
-0.05
0.73
Sharpe Ratio – 3 Years
0.31
0.85
Worst Rolling Year
8.64%
-3.76%
Value at Worst Rolling Year
₹1.09 Cr
₹0.96 Cr
Deepest Drawdown
−25.57%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
14.83%
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 27% · M 34% · S 33%
Number of Stocks
—
25
Portfolio P/E
—
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
—
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%