Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
Wave-Bloom
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%
−0.67%
6 Months
8.17%
−7.55%
1 Year
3.28%
0.34%
3 Years
8.41%
—
5 Years
12.53%
—
Since Inception
11.01%
12.70%
Fund Age
12 yrs 9 mo
2 yrs 3 mo
AUM
₹16.57 Cr
₹7.52 Cr
Alpha – 1 Year
−1.44%
−2.64%
Alpha – 3 Years
−3.68%
—
Information Ratio – 3 Years
-0.32
—
Volatility – 1 Year
20.74%
8.98%
Volatility – 3 Years
17.91%
—
Beta – 1 Year
1.13
0.39
Beta – 3 Years
1.09
—
Sharpe Ratio – 1 Year
0.00
-0.50
Sharpe Ratio – 3 Years
0.32
—
Worst Rolling Year
-16.89%
—
Value at Worst Rolling Year
₹0.83 Cr
—
Deepest Drawdown
−28.21%
−10.25%
Recovery Period
Not yet recovered
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 71% · M 18% · S 10%
Number of Stocks
—
10
Portfolio P/E
—
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—