Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
Right Horizons - Flexi Cap
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%
4.94%
6 Months
8.02%
11.49%
1 Year
5.50%
3.89%
3 Years
7.60%
8.19%
5 Years
9.19%
11.02%
Since Inception
14.35%
10.97%
Fund Age
5 yrs 9 mo
13 yrs 8 mo
AUM
₹11.85 Cr
₹360.51 Cr
Alpha – 1 Year
0.78%
0.91%
Alpha – 3 Years
−4.49%
−3.69%
Information Ratio – 3 Years
-0.44
-0.18
Volatility – 1 Year
20.18%
23.04%
Volatility – 3 Years
17.74%
19.34%
Beta – 1 Year
1.11
1.26
Beta – 3 Years
1.06
1.17
Sharpe Ratio – 1 Year
0.10
0.04
Sharpe Ratio – 3 Years
0.27
0.30
Worst Rolling Year
7.60%
-8.10%
Value at Worst Rolling Year
₹1.08 Cr
₹0.92 Cr
Deepest Drawdown
−24.84%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
14.22%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 38% · M 28% · S 33%
Number of Stocks
—
29
Portfolio P/E
—
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
—
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%