Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
2.77%
6 Months
6.05%
8.02%
1 Year
15.36%
5.50%
3 Years
—
7.60%
5 Years
—
9.19%
Since Inception
17.53%
14.35%
Fund Age
2 yrs 10 mo
5 yrs 9 mo
AUM
₹1.33 Cr
₹11.85 Cr
Alpha – 1 Year
15.71%
0.78%
Alpha – 3 Years
—
−4.49%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
15.48%
20.18%
Volatility – 3 Years
—
17.74%
Beta – 1 Year
0.83
1.11
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.66
0.10
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
7.60%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−10.68%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
—
Number of Stocks
7
—
Portfolio P/E
—
—
Top 5 Holdings
Motilal Oswal NASDAQ-100 ETF · 23.79%
ICICI Pru Nifty 100 Low Volatility 30 ETF · 19.45%
HDFC NIFTY200 Momentum 30 ETF · 18.81%
Nippon India ETF Nifty 50 BeES · 16.82%
ICICI Pru Gold ETF · 7.83%
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
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
—
Fixed Fee
0.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
0% / 0% / 0%