Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.64%
7.48%
6 Months
5.29%
9.42%
1 Year
2.64%
28.25%
3 Years
8.64%
18.47%
5 Years
—
21.31%
Since Inception
12.31%
21.69%
Fund Age
3 yrs 11 mo
5 yrs
AUM
₹56.94 Cr
₹79.02 Cr
Alpha – 1 Year
−2.08%
23.53%
Alpha – 3 Years
−3.45%
6.38%
Information Ratio – 3 Years
-0.33
0.27
Volatility – 1 Year
19.56%
18.12%
Volatility – 3 Years
17.76%
27.25%
Beta – 1 Year
1.08
0.87
Beta – 3 Years
1.07
0.86
Sharpe Ratio – 1 Year
-0.05
1.18
Sharpe Ratio – 3 Years
0.31
0.56
Worst Rolling Year
8.64%
15.67%
Value at Worst Rolling Year
₹1.09 Cr
₹1.16 Cr
Deepest Drawdown
−25.57%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.83%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 10% · M 9% · S 69%
Number of Stocks
—
34
Portfolio P/E
—
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
—
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%