Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
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
−0.92%
2.77%
6 Months
32.15%
8.02%
1 Year
16.77%
5.50%
3 Years
19.00%
7.60%
5 Years
20.10%
9.19%
Since Inception
27.01%
14.35%
Fund Age
6 yrs 10 mo
5 yrs 9 mo
AUM
₹247.64 Cr
₹11.85 Cr
Alpha – 1 Year
13.79%
0.78%
Alpha – 3 Years
7.10%
−4.49%
Information Ratio – 3 Years
0.30
-0.44
Volatility – 1 Year
39.13%
20.18%
Volatility – 3 Years
29.47%
17.74%
Beta – 1 Year
1.87
1.11
Beta – 3 Years
1.36
1.06
Sharpe Ratio – 1 Year
0.42
0.10
Sharpe Ratio – 3 Years
0.55
0.27
Worst Rolling Year
15.03%
7.60%
Value at Worst Rolling Year
₹1.15 Cr
₹1.08 Cr
Deepest Drawdown
−35.86%
−24.84%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
14.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
—
Number of Stocks
42
—
Portfolio P/E
42.30
—
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%