Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
Sanctum Wealth - Indian Olympians
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%
1.47%
6 Months
8.02%
5.42%
1 Year
5.50%
9.64%
3 Years
7.60%
10.36%
5 Years
9.19%
7.75%
Since Inception
14.35%
11.08%
Fund Age
5 yrs 9 mo
9 yrs 11 mo
AUM
₹11.85 Cr
₹66.05 Cr
Alpha – 1 Year
0.78%
9.99%
Alpha – 3 Years
−4.49%
1.36%
Information Ratio – 3 Years
-0.44
0.51
Volatility – 1 Year
20.18%
17.05%
Volatility – 3 Years
17.74%
14.23%
Beta – 1 Year
1.11
1.05
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
0.10
0.31
Sharpe Ratio – 3 Years
0.27
0.40
Worst Rolling Year
7.60%
0.57%
Value at Worst Rolling Year
₹1.08 Cr
₹1.01 Cr
Deepest Drawdown
−24.84%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
14.22%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
—
23
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—