Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
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%
1.87%
6 Months
8.02%
3.49%
1 Year
5.50%
5.55%
3 Years
7.60%
12.97%
5 Years
9.19%
—
Since Inception
14.35%
12.27%
Fund Age
5 yrs 9 mo
4 yrs 3 mo
AUM
₹11.85 Cr
₹25.94 Cr
Alpha – 1 Year
0.78%
−0.42%
Alpha – 3 Years
−4.49%
2.07%
Information Ratio – 3 Years
-0.44
0.10
Volatility – 1 Year
20.18%
15.73%
Volatility – 3 Years
17.74%
12.26%
Beta – 1 Year
1.11
1.56
Beta – 3 Years
1.06
1.42
Sharpe Ratio – 1 Year
0.10
0.07
Sharpe Ratio – 3 Years
0.27
0.62
Worst Rolling Year
7.60%
11.68%
Value at Worst Rolling Year
₹1.08 Cr
₹1.12 Cr
Deepest Drawdown
−24.84%
−11.81%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.22%
17.02%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
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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%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
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—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%