Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
8.17%
13.10%
1 Year
3.28%
18.11%
3 Years
8.41%
14.56%
5 Years
12.53%
8.71%
Since Inception
11.01%
13.67%
Fund Age
12 yrs 9 mo
11 yrs 2 mo
AUM
₹16.57 Cr
₹138.06 Cr
Alpha – 1 Year
−1.44%
18.46%
Alpha – 3 Years
−3.68%
5.57%
Information Ratio – 3 Years
-0.32
0.62
Volatility – 1 Year
20.74%
22.83%
Volatility – 3 Years
17.91%
16.72%
Beta – 1 Year
1.13
1.29
Beta – 3 Years
1.09
1.00
Sharpe Ratio – 1 Year
0.00
0.61
Sharpe Ratio – 3 Years
0.32
0.55
Worst Rolling Year
-16.89%
-8.44%
Value at Worst Rolling Year
₹0.83 Cr
₹0.92 Cr
Deepest Drawdown
−28.21%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
73.60%
92.53%
Median Rolling Year
13.43%
13.06%
5-Year Rolling Windows Positive
88.30%
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%