Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
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
2.64%
2.77%
6 Months
5.29%
8.02%
1 Year
2.64%
5.50%
3 Years
8.64%
7.60%
5 Years
—
9.19%
Since Inception
12.31%
14.35%
Fund Age
3 yrs 11 mo
5 yrs 9 mo
AUM
₹56.94 Cr
₹11.85 Cr
Alpha – 1 Year
−2.08%
0.78%
Alpha – 3 Years
−3.45%
−4.49%
Information Ratio – 3 Years
-0.33
-0.44
Volatility – 1 Year
19.56%
20.18%
Volatility – 3 Years
17.76%
17.74%
Beta – 1 Year
1.08
1.11
Beta – 3 Years
1.07
1.06
Sharpe Ratio – 1 Year
-0.05
0.10
Sharpe Ratio – 3 Years
0.31
0.27
Worst Rolling Year
8.64%
7.60%
Value at Worst Rolling Year
₹1.09 Cr
₹1.08 Cr
Deepest Drawdown
−25.57%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.83%
14.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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%