Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.77%
4.17%
6 Months
8.02%
19.62%
1 Year
5.50%
12.19%
3 Years
7.60%
23.51%
5 Years
9.19%
13.96%
Since Inception
14.35%
23.13%
Fund Age
5 yrs 9 mo
6 yrs 7 mo
AUM
₹11.85 Cr
₹2,332.81 Cr
Alpha – 1 Year
0.78%
9.21%
Alpha – 3 Years
−4.49%
11.63%
Information Ratio – 3 Years
-0.44
0.83
Volatility – 1 Year
20.18%
26.11%
Volatility – 3 Years
17.74%
21.82%
Beta – 1 Year
1.11
1.32
Beta – 3 Years
1.06
1.14
Sharpe Ratio – 1 Year
0.10
0.33
Sharpe Ratio – 3 Years
0.27
0.83
Worst Rolling Year
7.60%
12.50%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−24.84%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.22%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 14% · M 33% · S 52%
Number of Stocks
—
33
Portfolio P/E
—
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%