Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
Motilal Oswal - Multifactor Equity PMS
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
2.77%
0.47%
6 Months
8.02%
0.32%
1 Year
5.50%
1.03%
3 Years
7.60%
14.82%
5 Years
9.19%
11.82%
Since Inception
14.35%
13.07%
Fund Age
5 yrs 9 mo
5 yrs 2 mo
AUM
₹11.85 Cr
₹56.08 Cr
Alpha – 1 Year
0.78%
−1.95%
Alpha – 3 Years
−4.49%
2.94%
Information Ratio – 3 Years
-0.44
0.18
Volatility – 1 Year
20.18%
13.89%
Volatility – 3 Years
17.74%
18.35%
Beta – 1 Year
1.11
0.75
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
0.10
-0.25
Sharpe Ratio – 3 Years
0.27
0.55
Worst Rolling Year
7.60%
12.65%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−24.84%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.22%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 38% · M 29% · S 24%
Number of Stocks
—
37
Portfolio P/E
—
29.42
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%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
—
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%