Portfolio Management Services (PMS)Compare Schemes
MOAT - Auxano Opportunity Fund vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
MOAT - Auxano Opportunity Fund
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
5.63%
−0.11%
6 Months
14.52%
2.89%
1 Year
20.60%
7.86%
3 Years
—
10.62%
5 Years
—
10.19%
Since Inception
19.45%
9.46%
Fund Age
12 mo
5 yrs 7 mo
AUM
—
₹158.06 Cr
Alpha – 1 Year
22.56%
−1.70%
Alpha – 3 Years
—
0.86%
Information Ratio – 3 Years
—
0.37
Volatility – 1 Year
24.82%
1.80%
Volatility – 3 Years
—
3.43%
Beta – 1 Year
1.30
0.81
Beta – 3 Years
—
0.63
Sharpe Ratio – 1 Year
0.65
1.30
Sharpe Ratio – 3 Years
—
1.53
Worst Rolling Year
—
8.14%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−13.69%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%