Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
Piper Serica Advisors - Leader Portfolio
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%
3.10%
6 Months
8.02%
24.70%
1 Year
5.50%
21.80%
3 Years
7.60%
16.46%
5 Years
9.19%
12.29%
Since Inception
14.35%
17.31%
Fund Age
5 yrs 9 mo
7 yrs 2 mo
AUM
₹11.85 Cr
₹328.39 Cr
Alpha – 1 Year
0.78%
22.15%
Alpha – 3 Years
−4.49%
7.46%
Information Ratio – 3 Years
-0.44
1.55
Volatility – 1 Year
20.18%
22.56%
Volatility – 3 Years
17.74%
18.01%
Beta – 1 Year
1.11
1.10
Beta – 3 Years
1.06
0.98
Sharpe Ratio – 1 Year
0.10
0.85
Sharpe Ratio – 3 Years
0.27
1.07
Worst Rolling Year
7.60%
7.49%
Value at Worst Rolling Year
₹1.08 Cr
₹1.07 Cr
Deepest Drawdown
−24.84%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.22%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
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% / 1% / 1%