Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
8.17%
8.08%
1 Year
3.28%
10.16%
3 Years
8.41%
15.60%
5 Years
12.53%
—
Since Inception
11.01%
19.84%
Fund Age
12 yrs 9 mo
6 yrs 11 mo
AUM
₹16.57 Cr
₹3.18 Cr
Alpha – 1 Year
−1.44%
7.18%
Alpha – 3 Years
−3.68%
3.72%
Information Ratio – 3 Years
-0.32
0.60
Volatility – 1 Year
20.74%
19.93%
Volatility – 3 Years
17.91%
18.09%
Beta – 1 Year
1.13
1.12
Beta – 3 Years
1.09
1.14
Sharpe Ratio – 1 Year
0.00
0.31
Sharpe Ratio – 3 Years
0.32
0.60
Worst Rolling Year
-16.89%
14.68%
Value at Worst Rolling Year
₹0.83 Cr
₹1.15 Cr
Deepest Drawdown
−28.21%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
73.60%
100.00%
Median Rolling Year
13.43%
16.30%
5-Year Rolling Windows Positive
88.30%
—
Market-Cap Mix
—
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –