Portfolio Management Services (PMS)Compare Schemes
Invesco - Caterpillar vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Invesco - Caterpillar
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
5.09%
2.77%
6 Months
12.77%
8.02%
1 Year
18.71%
5.50%
3 Years
16.31%
7.60%
5 Years
16.50%
9.19%
Since Inception
12.31%
14.35%
Fund Age
20 yrs 2 mo
5 yrs 9 mo
AUM
₹81.03 Cr
₹11.85 Cr
Alpha – 1 Year
13.99%
0.78%
Alpha – 3 Years
4.22%
−4.49%
Information Ratio – 3 Years
0.46
-0.44
Volatility – 1 Year
18.60%
20.18%
Volatility – 3 Years
18.73%
17.74%
Beta – 1 Year
0.98
1.11
Beta – 3 Years
1.07
1.06
Sharpe Ratio – 1 Year
0.73
0.10
Sharpe Ratio – 3 Years
0.63
0.27
Worst Rolling Year
-17.65%
7.60%
Value at Worst Rolling Year
₹0.82 Cr
₹1.08 Cr
Deepest Drawdown
−25.73%
−24.84%
Recovery Period
498 days
Not yet recovered
1-Year Rolling Windows Positive
76.16%
100.00%
Median Rolling Year
14.50%
14.22%
5-Year Rolling Windows Positive
86.34%
100.00%
Market-Cap Mix
L 18% · M 28% · S 49%
—
Number of Stocks
23
—
Portfolio P/E
43.00
—
Top 5 Holdings
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
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
Financial Services · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%