Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
Right Horizons - Perennial
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%
−0.19%
6 Months
8.17%
11.46%
1 Year
3.28%
8.21%
3 Years
8.41%
12.09%
5 Years
12.53%
11.81%
Since Inception
11.01%
13.34%
Fund Age
12 yrs 9 mo
5 yrs 3 mo
AUM
₹16.57 Cr
₹34.29 Cr
Alpha – 1 Year
−1.44%
5.23%
Alpha – 3 Years
−3.68%
0.21%
Information Ratio – 3 Years
-0.32
0.17
Volatility – 1 Year
20.74%
24.84%
Volatility – 3 Years
17.91%
21.42%
Beta – 1 Year
1.13
1.25
Beta – 3 Years
1.09
1.08
Sharpe Ratio – 1 Year
0.00
0.21
Sharpe Ratio – 3 Years
0.32
0.49
Worst Rolling Year
-16.89%
7.11%
Value at Worst Rolling Year
₹0.83 Cr
₹1.07 Cr
Deepest Drawdown
−28.21%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
73.60%
100.00%
Median Rolling Year
13.43%
18.26%
5-Year Rolling Windows Positive
88.30%
100.00%
Market-Cap Mix
—
L 5% · M 7% · S 69%
Number of Stocks
—
37
Portfolio P/E
—
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
—
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%