Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
ORO-Alpha Value
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%
0.44%
6 Months
8.17%
5.47%
1 Year
3.28%
6.35%
3 Years
8.41%
—
5 Years
12.53%
—
Since Inception
11.01%
6.04%
Fund Age
12 yrs 9 mo
3 yrs 8 mo
AUM
₹16.57 Cr
₹1.28 Cr
Alpha – 1 Year
−1.44%
3.37%
Alpha – 3 Years
−3.68%
—
Information Ratio – 3 Years
-0.32
—
Volatility – 1 Year
20.74%
17.26%
Volatility – 3 Years
17.91%
15.80%
Beta – 1 Year
1.13
0.95
Beta – 3 Years
1.09
—
Sharpe Ratio – 1 Year
0.00
0.12
Sharpe Ratio – 3 Years
0.32
0.10
Worst Rolling Year
-16.89%
—
Value at Worst Rolling Year
₹0.83 Cr
—
Deepest Drawdown
−28.21%
−17.83%
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
—
L 42% · M 17% · S 27%
Number of Stocks
—
24
Portfolio P/E
—
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
—
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%