Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
Right Horizons - Super Value Fund
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%
3.00%
6 Months
8.17%
20.83%
1 Year
3.28%
12.18%
3 Years
8.41%
13.97%
5 Years
12.53%
17.12%
Since Inception
11.01%
15.75%
Fund Age
12 yrs 9 mo
13 yrs 8 mo
AUM
₹16.57 Cr
₹205.48 Cr
Alpha – 1 Year
−1.44%
9.20%
Alpha – 3 Years
−3.68%
2.09%
Information Ratio – 3 Years
-0.32
0.40
Volatility – 1 Year
20.74%
27.53%
Volatility – 3 Years
17.91%
22.15%
Beta – 1 Year
1.13
1.45
Beta – 3 Years
1.09
1.20
Sharpe Ratio – 1 Year
0.00
0.35
Sharpe Ratio – 3 Years
0.32
0.55
Worst Rolling Year
-16.89%
-9.57%
Value at Worst Rolling Year
₹0.83 Cr
₹0.90 Cr
Deepest Drawdown
−28.21%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
73.60%
93.51%
Median Rolling Year
13.43%
17.67%
5-Year Rolling Windows Positive
88.30%
99.05%
Market-Cap Mix
—
L 17% · M 21% · S 60%
Number of Stocks
—
30
Portfolio P/E
—
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
—
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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% / 0%