Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.75%
2.20%
6 Months
8.17%
6.00%
1 Year
3.28%
4.90%
3 Years
8.41%
18.50%
5 Years
12.53%
—
Since Inception
11.01%
16.60%
Fund Age
12 yrs 9 mo
3 yrs
AUM
₹16.57 Cr
₹209.72 Cr
Alpha – 1 Year
−1.44%
0.20%
Alpha – 3 Years
−3.68%
6.40%
Information Ratio – 3 Years
-0.32
1.16
Volatility – 1 Year
20.74%
19.79%
Volatility – 3 Years
17.91%
17.07%
Beta – 1 Year
1.13
1.06
Beta – 3 Years
1.09
1.05
Sharpe Ratio – 1 Year
0.00
0.07
Sharpe Ratio – 3 Years
0.32
0.81
Worst Rolling Year
-16.89%
18.52%
Value at Worst Rolling Year
₹0.83 Cr
₹1.19 Cr
Deepest Drawdown
−28.21%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
73.60%
100.00%
Median Rolling Year
13.43%
18.77%
5-Year Rolling Windows Positive
88.30%
—
Market-Cap Mix
—
L 67% · M 33%
Number of Stocks
—
24
Portfolio P/E
—
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
—
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%