Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
2.77%
6 Months
7.76%
8.02%
1 Year
8.69%
5.50%
3 Years
14.17%
7.60%
5 Years
—
9.19%
Since Inception
18.23%
14.35%
Fund Age
3 yrs 4 mo
5 yrs 9 mo
AUM
₹10.3 Cr
₹11.85 Cr
Alpha – 1 Year
3.97%
0.78%
Alpha – 3 Years
2.09%
−4.49%
Information Ratio – 3 Years
1.14
-0.44
Volatility – 1 Year
18.17%
20.18%
Volatility – 3 Years
15.44%
17.74%
Beta – 1 Year
1.03
1.11
Beta – 3 Years
0.99
1.06
Sharpe Ratio – 1 Year
0.32
0.10
Sharpe Ratio – 3 Years
0.69
0.27
Worst Rolling Year
13.56%
7.60%
Value at Worst Rolling Year
₹1.14 Cr
₹1.08 Cr
Deepest Drawdown
−19.52%
−24.84%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
14.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
15
—
Portfolio P/E
—
—
Top 5 Holdings
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
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
—
—
Fixed Fee
1.10% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%