Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.75%
0.47%
6 Months
8.17%
0.32%
1 Year
3.28%
1.03%
3 Years
8.41%
14.82%
5 Years
12.53%
11.82%
Since Inception
11.01%
13.07%
Fund Age
12 yrs 9 mo
5 yrs 2 mo
AUM
₹16.57 Cr
₹56.08 Cr
Alpha – 1 Year
−1.44%
−1.95%
Alpha – 3 Years
−3.68%
2.94%
Information Ratio – 3 Years
-0.32
0.18
Volatility – 1 Year
20.74%
13.89%
Volatility – 3 Years
17.91%
18.35%
Beta – 1 Year
1.13
0.75
Beta – 3 Years
1.09
1.00
Sharpe Ratio – 1 Year
0.00
-0.25
Sharpe Ratio – 3 Years
0.32
0.55
Worst Rolling Year
-16.89%
12.65%
Value at Worst Rolling Year
₹0.83 Cr
₹1.13 Cr
Deepest Drawdown
−28.21%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
73.60%
100.00%
Median Rolling Year
13.43%
19.77%
5-Year Rolling Windows Positive
88.30%
100.00%
Market-Cap Mix
—
L 38% · M 29% · S 24%
Number of Stocks
—
37
Portfolio P/E
—
29.42
Top 5 Holdings
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
—
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%