Portfolio Management Services (PMS)Compare Schemes
MOAT - Auxano Opportunity Fund vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
MOAT - Auxano Opportunity Fund
True-Equity Factor Quant
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.63%
1.09%
6 Months
14.52%
3.47%
1 Year
20.60%
−3.80%
3 Years
—
11.26%
5 Years
—
—
Since Inception
19.45%
13.40%
Fund Age
12 mo
3 yrs 11 mo
AUM
—
₹143.29 Cr
Alpha – 1 Year
22.56%
−6.78%
Alpha – 3 Years
—
−0.63%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
24.82%
15.14%
Volatility – 3 Years
—
16.91%
Beta – 1 Year
1.30
0.83
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.65
-0.54
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
11.18%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−13.69%
−27.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.01%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
50
Portfolio P/E
—
—
Top 5 Holdings
—
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
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%
1% / 0% / 0%