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MOAT - Auxano Opportunity Fund vs Omni Dynamic Allocator

MOAT - Auxano Opportunity Fund

Omni Dynamic Allocator

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Growth of ₹1 Crore

MOAT - Auxano Opportunity Fund

Omni Dynamic Allocator

Return for the risk

1 yr return

-5%

10%

15%

20%

25%

Nifty 500 · -2%

MOAT - Auxano Opportunity Fund

20.6% • vol 24.8%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

5.63%

−1.08%

6 Months

14.52%

1.57%

1 Year

20.60%

—

3 Years

—

5 Years

—

Since Inception

19.45%

−0.82%

Fund Age

12 mo

8 mo

AUM

—

₹0.53 Cr

Alpha – 1 Year

22.56%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

24.82%

—

Volatility – 3 Years

—

Beta – 1 Year

1.30

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

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

—

L 28% · M 13% · S 34%

Number of Stocks

—

Portfolio P/E

—

11.34

Top 5 Holdings

—

Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 8.33%

LIC MF Nifty 8-13 yr G-Sec ETF · 8.33%

BHARAT Bond ETF - April 2033 · 8.33%

Jindal Stainless Ltd · 2.59%

Bank of Baroda · 2.59%

Top Sectors

—

Financial Services · 43.41%

Government · 14.26%

Construction · 12.93%

Fixed Fee

2.00% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

3% / 2% / 1%

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