Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
−0.96%
6 Months
8.17%
−5.85%
1 Year
3.28%
1.08%
3 Years
8.41%
1.92%
5 Years
12.53%
1.54%
Since Inception
11.01%
4.73%
Fund Age
12 yrs 9 mo
9 yrs 11 mo
AUM
₹16.57 Cr
₹4.85 Cr
Alpha – 1 Year
−1.44%
−8.50%
Alpha – 3 Years
−3.68%
−7.97%
Information Ratio – 3 Years
-0.32
—
Volatility – 1 Year
20.74%
9.90%
Volatility – 3 Years
17.91%
26.17%
Beta – 1 Year
1.13
—
Beta – 3 Years
1.09
—
Sharpe Ratio – 1 Year
0.00
-0.53
Sharpe Ratio – 3 Years
0.32
0.01
Worst Rolling Year
-16.89%
2.80%
Value at Worst Rolling Year
₹0.83 Cr
₹1.03 Cr
Deepest Drawdown
−28.21%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
73.60%
100.00%
Median Rolling Year
13.43%
12.18%
5-Year Rolling Windows Positive
88.30%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%