Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
5.29%
9.86%
1 Year
2.64%
32.16%
3 Years
8.64%
19.13%
5 Years
—
12.16%
Since Inception
12.31%
16.12%
Fund Age
3 yrs 11 mo
5 yrs 10 mo
AUM
₹56.94 Cr
₹170.31 Cr
Alpha – 1 Year
−2.08%
27.44%
Alpha – 3 Years
−3.45%
7.04%
Information Ratio – 3 Years
-0.33
0.58
Volatility – 1 Year
19.56%
17.07%
Volatility – 3 Years
17.76%
17.73%
Beta – 1 Year
1.08
0.65
Beta – 3 Years
1.07
0.86
Sharpe Ratio – 1 Year
-0.05
1.42
Sharpe Ratio – 3 Years
0.31
0.79
Worst Rolling Year
8.64%
0.71%
Value at Worst Rolling Year
₹1.09 Cr
₹1.01 Cr
Deepest Drawdown
−25.57%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
14.83%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · M 1% · S 72%
Number of Stocks
—
18
Portfolio P/E
—
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%