Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
Motilal Oswal-Founders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.77%
0.25%
6 Months
8.02%
15.19%
1 Year
5.50%
3.21%
3 Years
7.60%
19.65%
5 Years
9.19%
—
Since Inception
14.35%
25.09%
Fund Age
5 yrs 9 mo
3 yrs 5 mo
AUM
₹11.85 Cr
₹4,148.34 Cr
Alpha – 1 Year
0.78%
0.23%
Alpha – 3 Years
−4.49%
7.77%
Information Ratio – 3 Years
-0.44
0.62
Volatility – 1 Year
20.18%
21.54%
Volatility – 3 Years
17.74%
22.15%
Beta – 1 Year
1.11
1.06
Beta – 3 Years
1.06
1.15
Sharpe Ratio – 1 Year
0.10
-0.01
Sharpe Ratio – 3 Years
0.27
0.68
Worst Rolling Year
7.60%
19.49%
Value at Worst Rolling Year
₹1.08 Cr
₹1.19 Cr
Deepest Drawdown
−24.84%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.22%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
Top 5 Holdings
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%