Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
Pace - Secure
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.77%
−0.11%
6 Months
8.02%
2.89%
1 Year
5.50%
7.86%
3 Years
7.60%
10.62%
5 Years
9.19%
10.19%
Since Inception
14.35%
9.46%
Fund Age
5 yrs 9 mo
5 yrs 7 mo
AUM
₹11.85 Cr
₹158.06 Cr
Alpha – 1 Year
0.78%
−1.70%
Alpha – 3 Years
−4.49%
0.86%
Information Ratio – 3 Years
-0.44
0.37
Volatility – 1 Year
20.18%
1.80%
Volatility – 3 Years
17.74%
3.43%
Beta – 1 Year
1.11
0.81
Beta – 3 Years
1.06
0.63
Sharpe Ratio – 1 Year
0.10
1.30
Sharpe Ratio – 3 Years
0.27
1.53
Worst Rolling Year
7.60%
8.14%
Value at Worst Rolling Year
₹1.08 Cr
₹1.08 Cr
Deepest Drawdown
−24.84%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.22%
11.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
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—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
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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%
2% / 0% / 0%