Portfolio Management Services (PMS)Compare Schemes
Ladderup-Proud PMS vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Ladderup-Proud PMS
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
1.08%
2.77%
6 Months
7.09%
8.02%
1 Year
−3.99%
5.50%
3 Years
6.36%
7.60%
5 Years
—
9.19%
Since Inception
8.96%
14.35%
Fund Age
3 yrs 3 mo
5 yrs 9 mo
AUM
₹101.42 Cr
₹11.85 Cr
Alpha – 1 Year
−8.71%
0.78%
Alpha – 3 Years
−5.73%
−4.49%
Information Ratio – 3 Years
-0.76
-0.44
Volatility – 1 Year
21.06%
20.18%
Volatility – 3 Years
16.81%
17.74%
Beta – 1 Year
1.13
1.11
Beta – 3 Years
1.00
1.06
Sharpe Ratio – 1 Year
-0.35
0.10
Sharpe Ratio – 3 Years
0.15
0.27
Worst Rolling Year
5.39%
7.60%
Value at Worst Rolling Year
₹1.05 Cr
₹1.08 Cr
Deepest Drawdown
−25.09%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.02%
14.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
25
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%