Moderate Compounders

Equity

Moat Financial Services Private Limited

1 Month

+2.75%

6 Months

+8.17%

1 Year

+3.28%

3 Years

+8.41%

5 Years

+12.53%

Since Inception

+11.01%

AUM

₹17 Cr

Risk & Performance (vs NIFTY 500)

Volatility

18.09%

Sharpe Ratio

0.51

Sortino Ratio

0.48

Max Drawdown

-27.59%

Beta

1.09

Alpha

+0.50%

Information Ratio

0.19

Tracking Error

8.45%

Calmar Ratio

0.59

Up Capture

106.5%

Down Capture

101.4%

Win Rate

65.9%

Best Month

+14.25%

Worst Month

-12.10%