Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 7.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.25%
2.77%
6 Months
3.36%
8.02%
1 Year
7.71%
5.50%
3 Years
10.42%
7.60%
5 Years
9.09%
9.19%
Since Inception
10.42%
14.35%
Fund Age
16 yrs 11 mo
5 yrs 9 mo
AUM
₹257.93 Cr
₹11.85 Cr
Alpha – 1 Year
0.40%
0.78%
Alpha – 3 Years
2.97%
−4.49%
Information Ratio – 3 Years
2.62
-0.44
Volatility – 1 Year
1.99%
20.18%
Volatility – 3 Years
1.94%
17.74%
Beta – 1 Year
0.35
1.11
Beta – 3 Years
0.35
1.06
Sharpe Ratio – 1 Year
1.45
0.10
Sharpe Ratio – 3 Years
3.79
0.27
Worst Rolling Year
7.00%
7.60%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
—
−24.84%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
14.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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)
0% / 0% / 0%
0% / 0% / 0%