Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs Prabhudas Lilladher - Multi Asset Dynamic Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
Prabhudas Lilladher - Multi Asset Dynamic Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.75%
3.56%
6 Months
8.17%
13.29%
1 Year
3.28%
22.10%
3 Years
8.41%
16.73%
5 Years
12.53%
—
Since Inception
11.01%
10.99%
Fund Age
12 yrs 9 mo
4 yrs 7 mo
AUM
₹16.57 Cr
—
Alpha – 1 Year
−1.44%
12.64%
Alpha – 3 Years
−3.68%
3.66%
Information Ratio – 3 Years
-0.32
0.36
Volatility – 1 Year
20.74%
7.16%
Volatility – 3 Years
17.91%
7.82%
Beta – 1 Year
1.13
0.41
Beta – 3 Years
1.09
0.88
Sharpe Ratio – 1 Year
0.00
2.07
Sharpe Ratio – 3 Years
0.32
1.32
Worst Rolling Year
-16.89%
7.73%
Value at Worst Rolling Year
₹0.83 Cr
₹1.08 Cr
Deepest Drawdown
−28.21%
−13.81%
Recovery Period
Not yet recovered
101 days
1-Year Rolling Windows Positive
73.60%
100.00%
Median Rolling Year
13.43%
12.06%
5-Year Rolling Windows Positive
88.30%
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Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
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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%
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Top Sectors
—
—
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%