Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
5.29%
20.32%
1 Year
2.64%
29.93%
3 Years
8.64%
—
5 Years
—
—
Since Inception
12.31%
15.24%
Fund Age
3 yrs 11 mo
1 yr 9 mo
AUM
₹56.94 Cr
₹3.17 Cr
Alpha – 1 Year
−2.08%
25.21%
Alpha – 3 Years
−3.45%
—
Information Ratio – 3 Years
-0.33
—
Volatility – 1 Year
19.56%
24.54%
Volatility – 3 Years
17.76%
—
Beta – 1 Year
1.08
1.19
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
-0.05
0.97
Sharpe Ratio – 3 Years
0.31
—
Worst Rolling Year
8.64%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−25.57%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.83%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 28% · M 19% · S 50%
Number of Stocks
—
36
Portfolio P/E
—
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –