Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
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
5.54%
2.77%
6 Months
29.52%
8.02%
1 Year
27.35%
5.50%
3 Years
14.30%
7.60%
5 Years
12.28%
9.19%
Since Inception
21.22%
14.35%
Fund Age
9 yrs 10 mo
5 yrs 9 mo
AUM
₹374.43 Cr
₹11.85 Cr
Alpha – 1 Year
22.63%
0.78%
Alpha – 3 Years
2.21%
−4.49%
Information Ratio – 3 Years
0.15
-0.44
Volatility – 1 Year
28.49%
20.18%
Volatility – 3 Years
24.50%
17.74%
Beta – 1 Year
1.39
1.11
Beta – 3 Years
1.24
1.06
Sharpe Ratio – 1 Year
0.80
0.10
Sharpe Ratio – 3 Years
0.46
0.27
Worst Rolling Year
-3.89%
7.60%
Value at Worst Rolling Year
₹0.96 Cr
₹1.08 Cr
Deepest Drawdown
−30.92%
−24.84%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
14.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
—
Number of Stocks
29
—
Portfolio P/E
36.10
—
Top 5 Holdings
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
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% / 1% / 0%
0% / 0% / 0%