Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
8.17%
10.94%
1 Year
3.28%
1.03%
3 Years
8.41%
11.45%
5 Years
12.53%
15.19%
Since Inception
11.01%
27.03%
Fund Age
12 yrs 9 mo
5 yrs 11 mo
AUM
₹16.57 Cr
₹298.71 Cr
Alpha – 1 Year
−1.44%
−3.69%
Alpha – 3 Years
−3.68%
−0.64%
Information Ratio – 3 Years
-0.32
-0.04
Volatility – 1 Year
20.74%
27.68%
Volatility – 3 Years
17.91%
23.40%
Beta – 1 Year
1.13
1.45
Beta – 3 Years
1.09
1.22
Sharpe Ratio – 1 Year
0.00
-0.03
Sharpe Ratio – 3 Years
0.32
0.35
Worst Rolling Year
-16.89%
—
Value at Worst Rolling Year
₹0.83 Cr
—
Deepest Drawdown
−28.21%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
73.60%
—
Median Rolling Year
13.43%
—
5-Year Rolling Windows Positive
88.30%
—
Market-Cap Mix
—
L 2% · M 2% · S 86%
Number of Stocks
—
36
Portfolio P/E
—
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
—
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%