Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
6.38%
6 Months
8.17%
30.29%
1 Year
3.28%
21.45%
3 Years
8.41%
18.94%
5 Years
12.53%
—
Since Inception
11.01%
23.25%
Fund Age
12 yrs 9 mo
3 yrs 1 mo
AUM
₹16.57 Cr
₹185.04 Cr
Alpha – 1 Year
−1.44%
16.73%
Alpha – 3 Years
−3.68%
6.85%
Information Ratio – 3 Years
-0.32
0.59
Volatility – 1 Year
20.74%
29.11%
Volatility – 3 Years
17.91%
25.42%
Beta – 1 Year
1.13
1.26
Beta – 3 Years
1.09
1.13
Sharpe Ratio – 1 Year
0.00
0.62
Sharpe Ratio – 3 Years
0.32
0.60
Worst Rolling Year
-16.89%
18.95%
Value at Worst Rolling Year
₹0.83 Cr
₹1.19 Cr
Deepest Drawdown
−28.21%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
73.60%
100.00%
Median Rolling Year
13.43%
20.62%
5-Year Rolling Windows Positive
88.30%
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Market-Cap Mix
—
—
Number of Stocks
—
40
Portfolio P/E
—
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
—
—
Fixed Fee
2.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%