Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.75%
3.80%
6 Months
8.17%
7.35%
1 Year
3.28%
9.59%
3 Years
8.41%
7.90%
5 Years
12.53%
12.07%
Since Inception
11.01%
14.25%
Fund Age
12 yrs 9 mo
13 yrs 1 mo
AUM
₹16.57 Cr
₹106.28 Cr
Alpha – 1 Year
−1.44%
9.94%
Alpha – 3 Years
−3.68%
−1.10%
Information Ratio – 3 Years
-0.32
-0.12
Volatility – 1 Year
20.74%
15.58%
Volatility – 3 Years
17.91%
14.39%
Beta – 1 Year
1.13
0.83
Beta – 3 Years
1.09
0.84
Sharpe Ratio – 1 Year
0.00
0.33
Sharpe Ratio – 3 Years
0.32
0.24
Worst Rolling Year
-16.89%
-8.02%
Value at Worst Rolling Year
₹0.83 Cr
₹0.92 Cr
Deepest Drawdown
−28.21%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
73.60%
93.28%
Median Rolling Year
13.43%
11.54%
5-Year Rolling Windows Positive
88.30%
100.00%
Market-Cap Mix
—
L 39% · M 40% · S 18%
Number of Stocks
—
25
Portfolio P/E
—
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
—
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%