Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
NJ - Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.75%
2.92%
6 Months
8.17%
8.20%
1 Year
3.28%
15.48%
3 Years
8.41%
18.05%
5 Years
12.53%
15.54%
Since Inception
11.01%
14.61%
Fund Age
12 yrs 9 mo
10 yrs 4 mo
AUM
₹16.57 Cr
₹747.6 Cr
Alpha – 1 Year
−1.44%
15.83%
Alpha – 3 Years
−3.68%
9.06%
Information Ratio – 3 Years
-0.32
0.72
Volatility – 1 Year
20.74%
18.67%
Volatility – 3 Years
17.91%
21.45%
Beta – 1 Year
1.13
1.12
Beta – 3 Years
1.09
1.31
Sharpe Ratio – 1 Year
0.00
0.58
Sharpe Ratio – 3 Years
0.32
0.64
Worst Rolling Year
-16.89%
-13.89%
Value at Worst Rolling Year
₹0.83 Cr
₹0.86 Cr
Deepest Drawdown
−28.21%
−30.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
73.60%
77.45%
Median Rolling Year
13.43%
21.11%
5-Year Rolling Windows Positive
88.30%
100.00%
Market-Cap Mix
—
L 35% · M 50% · S 14%
Number of Stocks
—
25
Portfolio P/E
—
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
—
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%