Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
2.77%
6 Months
24.60%
8.02%
1 Year
7.56%
5.50%
3 Years
20.98%
7.60%
5 Years
—
9.19%
Since Inception
24.10%
14.35%
Fund Age
4 yrs 4 mo
5 yrs 9 mo
AUM
₹3.89 Cr
₹11.85 Cr
Alpha – 1 Year
4.58%
0.78%
Alpha – 3 Years
9.08%
−4.49%
Information Ratio – 3 Years
0.07
-0.44
Volatility – 1 Year
32.74%
20.18%
Volatility – 3 Years
27.24%
17.74%
Beta – 1 Year
1.49
1.11
Beta – 3 Years
1.30
1.06
Sharpe Ratio – 1 Year
0.20
0.10
Sharpe Ratio – 3 Years
0.49
0.27
Worst Rolling Year
17.91%
7.60%
Value at Worst Rolling Year
₹1.18 Cr
₹1.08 Cr
Deepest Drawdown
−34.40%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
14.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
27
—
Portfolio P/E
52.77
—
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%