Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.75%
5.68%
6 Months
8.17%
10.98%
1 Year
3.28%
10.72%
3 Years
8.41%
15.83%
5 Years
12.53%
13.58%
Since Inception
11.01%
14.48%
Fund Age
12 yrs 9 mo
21 yrs 11 mo
AUM
₹16.57 Cr
₹8.51 Cr
Alpha – 1 Year
−1.44%
6.00%
Alpha – 3 Years
−3.68%
3.74%
Information Ratio – 3 Years
-0.32
0.71
Volatility – 1 Year
20.74%
16.38%
Volatility – 3 Years
17.91%
14.45%
Beta – 1 Year
1.13
0.87
Beta – 3 Years
1.09
0.89
Sharpe Ratio – 1 Year
0.00
0.33
Sharpe Ratio – 3 Years
0.32
0.72
Worst Rolling Year
-16.89%
-12.28%
Value at Worst Rolling Year
₹0.83 Cr
₹0.88 Cr
Deepest Drawdown
−28.21%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
73.60%
90.88%
Median Rolling Year
13.43%
13.32%
5-Year Rolling Windows Positive
88.30%
98.04%
Market-Cap Mix
—
L 23% · M 15% · S 43%
Number of Stocks
—
30
Portfolio P/E
—
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
—
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%