Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs Nirmal Bang Equity Multi Cap
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
Nirmal Bang Equity Multi Cap
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%
7.67%
6 Months
8.17%
25.93%
1 Year
3.28%
35.92%
3 Years
8.41%
—
5 Years
12.53%
—
Since Inception
11.01%
23.98%
Fund Age
12 yrs 9 mo
2 yrs 10 mo
AUM
₹16.57 Cr
₹213.66 Cr
Alpha – 1 Year
−1.44%
31.20%
Alpha – 3 Years
−3.68%
—
Information Ratio – 3 Years
-0.32
—
Volatility – 1 Year
20.74%
22.87%
Volatility – 3 Years
17.91%
—
Beta – 1 Year
1.13
1.05
Beta – 3 Years
1.09
—
Sharpe Ratio – 1 Year
0.00
1.23
Sharpe Ratio – 3 Years
0.32
—
Worst Rolling Year
-16.89%
—
Value at Worst Rolling Year
₹0.83 Cr
—
Deepest Drawdown
−28.21%
−11.95%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
73.60%
—
Median Rolling Year
13.43%
—
5-Year Rolling Windows Positive
88.30%
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Kovai Medical Center & Hospital Ltd · 5.84%
Kaynes Technology India Ltd · 5.42%
Trent Ltd · 5.05%
Vishal Mega Mart Ltd · 4.93%
Nuvama Wealth Management Ltd · 4.82%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%