Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.22%
2.77%
6 Months
21.55%
8.02%
1 Year
12.76%
5.50%
3 Years
17.77%
7.60%
5 Years
17.56%
9.19%
Since Inception
17.72%
14.35%
Fund Age
6 yrs 8 mo
5 yrs 9 mo
AUM
₹42.03 Cr
₹11.85 Cr
Alpha – 1 Year
8.04%
0.78%
Alpha – 3 Years
5.68%
−4.49%
Information Ratio – 3 Years
0.47
-0.44
Volatility – 1 Year
28.82%
20.18%
Volatility – 3 Years
20.90%
17.74%
Beta – 1 Year
1.51
1.11
Beta – 3 Years
1.13
1.06
Sharpe Ratio – 1 Year
0.37
0.10
Sharpe Ratio – 3 Years
0.64
0.27
Worst Rolling Year
11.09%
7.60%
Value at Worst Rolling Year
₹1.11 Cr
₹1.08 Cr
Deepest Drawdown
−23.45%
−24.84%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
14.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
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
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%