

| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| MOAT Emerging Moat | 2.71% | 2.64% | −4.60% | 8.64% | — | 12.31% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | — | 12.61% |
| Excess over benchmark | 3.73% | −2.08% | −4.49% | −3.45% | — | −0.30% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 24 Sep 2024 | 31 Mar 2026 | −25.57% | 553 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |