Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs Ocean-Avendus Olivo Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
Ocean-Avendus Olivo Core Equity Portfolio
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%
0.17%
6 Months
8.17%
−0.88%
1 Year
3.28%
−2.91%
3 Years
8.41%
9.00%
5 Years
12.53%
9.07%
Since Inception
11.01%
14.52%
Fund Age
12 yrs 9 mo
6 yrs 2 mo
AUM
₹16.57 Cr
₹209.81 Cr
Alpha – 1 Year
−1.44%
−7.63%
Alpha – 3 Years
−3.68%
−3.09%
Information Ratio – 3 Years
-0.32
-0.39
Volatility – 1 Year
20.74%
14.71%
Volatility – 3 Years
17.91%
15.04%
Beta – 1 Year
1.13
0.84
Beta – 3 Years
1.09
0.90
Sharpe Ratio – 1 Year
0.00
-0.49
Sharpe Ratio – 3 Years
0.32
0.35
Worst Rolling Year
-16.89%
—
Value at Worst Rolling Year
₹0.83 Cr
—
Deepest Drawdown
−28.21%
—
Recovery Period
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%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%