Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
2.77%
6 Months
5.61%
8.02%
1 Year
10.19%
5.50%
3 Years
9.70%
7.60%
5 Years
7.80%
9.19%
Since Inception
13.10%
14.35%
Fund Age
14 yrs 11 mo
5 yrs 9 mo
AUM
₹88.88 Cr
₹11.85 Cr
Alpha – 1 Year
10.54%
0.78%
Alpha – 3 Years
0.70%
−4.49%
Information Ratio – 3 Years
0.00
-0.44
Volatility – 1 Year
15.04%
20.18%
Volatility – 3 Years
14.30%
17.74%
Beta – 1 Year
0.87
1.11
Beta – 3 Years
0.96
1.06
Sharpe Ratio – 1 Year
0.37
0.10
Sharpe Ratio – 3 Years
0.35
0.27
Worst Rolling Year
4.17%
7.60%
Value at Worst Rolling Year
₹1.04 Cr
₹1.08 Cr
Deepest Drawdown
−20.16%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
14.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
—
Number of Stocks
37
—
Portfolio P/E
—
—
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%