Portfolio Management Services (PMS)Compare Schemes
Ksema - Future Frontier Portfolio vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Ksema - Future Frontier Portfolio
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
2.77%
6 Months
27.55%
8.02%
1 Year
—
5.50%
3 Years
—
7.60%
5 Years
—
9.19%
Since Inception
23.98%
14.35%
Fund Age
7 mo
5 yrs 9 mo
AUM
₹3.83 Cr
₹11.85 Cr
Alpha – 1 Year
—
0.78%
Alpha – 3 Years
—
−4.49%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
—
20.18%
Volatility – 3 Years
—
17.74%
Beta – 1 Year
—
1.11
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
—
0.10
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
7.60%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−24.84%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 55%
—
Number of Stocks
32
—
Portfolio P/E
49.25
—
Top 5 Holdings
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
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
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%