Moderate Compounders

Equity

Moat Financial Services Private Limited

1 Month

+0.47%

6 Months

+23.63%

1 Year

+4.00%

3 Years

+8.44%

5 Years

+12.02%

Since Inception

+10.98%

AUM

₹17 Cr

Risk & Performance (vs NIFTY 500)

Volatility

17.88%

Sharpe Ratio

0.50

Sortino Ratio

0.48

Max Drawdown

-27.59%

Beta

1.03

Alpha

+3.14%

Information Ratio

0.38

Tracking Error

8.98%

Calmar Ratio

0.58

Up Capture

106.5%

Down Capture

88.2%

Win Rate

66.7%

Best Month

+14.25%

Worst Month

-12.10%