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Maxiom PMS - CORAL Cyclical vs MOAT - Auxano Opportunity Fund

Maxiom PMS - CORAL Cyclical

MOAT - Auxano Opportunity Fund

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Growth of ₹1 Crore

Maxiom PMS - CORAL Cyclical

MOAT - Auxano Opportunity Fund

Return for the risk

1 yr return

-5%

10%

15%

20%

25%

NIFTY 50 Total Return Index · -0.3%

Maxiom PMS - CORAL Cyclical

5.6% • vol 16.6%

MOAT - Auxano Opportunity Fund

20.6% • vol 24.8%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−0.48%

5.63%

6 Months

−2.46%

14.52%

1 Year

5.63%

20.60%

3 Years

—

5 Years

—

Since Inception

1.03%

19.45%

Fund Age

3 yrs

12 mo

AUM

₹2.06 Cr

—

Alpha – 1 Year

5.98%

22.56%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

16.61%

24.82%

Volatility – 3 Years

—

Beta – 1 Year

1.00

1.30

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.24

0.65

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−13.69%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

ICICI Pru Nifty Oil & Gas ETF · 16.66%

ICICI Pru Nifty Infrastructure ETF · 16.66%

Kotak Nifty Bank ETF · 16.66%

Kotak Nifty IT ETF · 16.66%

Mirae Asset Nifty India Manufacturing ETF · 16.66%

—

Top Sectors

—

Fixed Fee

—

2.00% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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