Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
Unifi Insider Shadow*
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%
4.21%
6 Months
8.17%
10.07%
1 Year
3.28%
9.44%
3 Years
8.41%
8.18%
5 Years
12.53%
8.16%
Since Inception
11.01%
14.06%
Fund Age
12 yrs 9 mo
16 yrs 4 mo
AUM
₹16.57 Cr
₹85.99 Cr
Alpha – 1 Year
−1.44%
4.72%
Alpha – 3 Years
−3.68%
−3.91%
Information Ratio – 3 Years
-0.32
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Volatility – 1 Year
20.74%
17.03%
Volatility – 3 Years
17.91%
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Beta – 1 Year
1.13
0.92
Beta – 3 Years
1.09
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Sharpe Ratio – 1 Year
0.00
0.30
Sharpe Ratio – 3 Years
0.32
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Worst Rolling Year
-16.89%
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Value at Worst Rolling Year
₹0.83 Cr
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Deepest Drawdown
−28.21%
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Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
73.60%
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Median Rolling Year
13.43%
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5-Year Rolling Windows Positive
88.30%
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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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%
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Top Sectors
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Fixed Fee
2.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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