Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
Shriram LEAPS
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%
4.25%
6 Months
8.02%
−2.25%
1 Year
5.50%
13.70%
3 Years
7.60%
—
5 Years
9.19%
—
Since Inception
14.35%
13.96%
Fund Age
5 yrs 9 mo
18 mo
AUM
₹11.85 Cr
₹0.37 Cr
Alpha – 1 Year
0.78%
14.05%
Alpha – 3 Years
−4.49%
—
Information Ratio – 3 Years
-0.44
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Volatility – 1 Year
20.18%
17.89%
Volatility – 3 Years
17.74%
—
Beta – 1 Year
1.11
0.96
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.10
0.51
Sharpe Ratio – 3 Years
0.27
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Worst Rolling Year
7.60%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−24.84%
−15.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.22%
—
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
—
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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 Silver ETF · 23.02%
Nippon India ETF Gold BeES · 16.92%
State Bank of India · 8.52%
CSB Bank Ltd · 7.11%
HDFC Bank Ltd · 5.12%
Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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