Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
Systamatix - Dynamic Investment
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.64%
7.60%
6 Months
5.29%
26.61%
1 Year
2.64%
33.69%
3 Years
8.64%
25.74%
5 Years
—
21.83%
Since Inception
12.31%
—
Fund Age
3 yrs 11 mo
8 yrs 4 mo
AUM
₹56.94 Cr
₹158.52 Cr
Alpha – 1 Year
−2.08%
29.93%
Alpha – 3 Years
−3.45%
14.85%
Information Ratio – 3 Years
-0.33
1.52
Volatility – 1 Year
19.56%
19.82%
Volatility – 3 Years
17.76%
19.44%
Beta – 1 Year
1.08
1.03
Beta – 3 Years
1.07
1.06
Sharpe Ratio – 1 Year
-0.05
1.29
Sharpe Ratio – 3 Years
0.31
1.16
Worst Rolling Year
8.64%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−25.57%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.83%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 31% · M 28% · S 38%
Number of Stocks
—
20
Portfolio P/E
—
—
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%