Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
2.77%
6 Months
26.95%
8.02%
1 Year
13.12%
5.50%
3 Years
17.80%
7.60%
5 Years
15.04%
9.19%
Since Inception
22.70%
14.35%
Fund Age
8 yrs
5 yrs 9 mo
AUM
₹357.26 Cr
₹11.85 Cr
Alpha – 1 Year
10.14%
0.78%
Alpha – 3 Years
5.90%
−4.49%
Information Ratio – 3 Years
0.31
-0.44
Volatility – 1 Year
32.38%
20.18%
Volatility – 3 Years
25.45%
17.74%
Beta – 1 Year
1.68
1.11
Beta – 3 Years
1.37
1.06
Sharpe Ratio – 1 Year
0.36
0.10
Sharpe Ratio – 3 Years
0.56
0.27
Worst Rolling Year
11.19%
7.60%
Value at Worst Rolling Year
₹1.11 Cr
₹1.08 Cr
Deepest Drawdown
−26.50%
−24.84%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
14.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
—
Number of Stocks
42
—
Portfolio P/E
42.01
—
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%