Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
Tradeswift - Sparkling Gems
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%
−0.05%
6 Months
8.17%
23.02%
1 Year
3.28%
—
3 Years
8.41%
—
5 Years
12.53%
—
Since Inception
11.01%
13.86%
Fund Age
12 yrs 9 mo
10 mo
AUM
₹16.57 Cr
₹13.6 Cr
Alpha – 1 Year
−1.44%
—
Alpha – 3 Years
−3.68%
—
Information Ratio – 3 Years
-0.32
—
Volatility – 1 Year
20.74%
—
Volatility – 3 Years
17.91%
—
Beta – 1 Year
1.13
—
Beta – 3 Years
1.09
—
Sharpe Ratio – 1 Year
0.00
—
Sharpe Ratio – 3 Years
0.32
—
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
—
S 97%
Number of Stocks
—
29
Portfolio P/E
—
26.06
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%
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
—
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 1%