Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
Wright Factor Fund
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%
10.96%
6 Months
5.29%
14.84%
1 Year
2.64%
16.93%
3 Years
8.64%
—
5 Years
—
—
Since Inception
12.31%
20.33%
Fund Age
3 yrs 11 mo
3 yrs
AUM
₹56.94 Cr
₹214.05 Cr
Alpha – 1 Year
−2.08%
12.21%
Alpha – 3 Years
−3.45%
—
Information Ratio – 3 Years
-0.33
0.51
Volatility – 1 Year
19.56%
22.29%
Volatility – 3 Years
17.76%
21.03%
Beta – 1 Year
1.08
0.97
Beta – 3 Years
1.07
0.97
Sharpe Ratio – 1 Year
-0.05
0.57
Sharpe Ratio – 3 Years
0.31
0.72
Worst Rolling Year
8.64%
18.92%
Value at Worst Rolling Year
₹1.09 Cr
₹1.19 Cr
Deepest Drawdown
−25.57%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.83%
19.26%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%