Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
Stallion Asset - Core Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.77%
3.93%
6 Months
8.02%
25.32%
1 Year
5.50%
18.21%
3 Years
7.60%
32.70%
5 Years
9.19%
23.63%
Since Inception
14.35%
28.38%
Fund Age
5 yrs 9 mo
7 yrs 10 mo
AUM
₹11.85 Cr
₹8,686.39 Cr
Alpha – 1 Year
0.78%
13.49%
Alpha – 3 Years
−4.49%
20.61%
Information Ratio – 3 Years
-0.44
1.92
Volatility – 1 Year
20.18%
22.97%
Volatility – 3 Years
17.74%
19.40%
Beta – 1 Year
1.11
1.12
Beta – 3 Years
1.06
0.98
Sharpe Ratio – 1 Year
0.10
0.61
Sharpe Ratio – 3 Years
0.27
1.30
Worst Rolling Year
7.60%
17.00%
Value at Worst Rolling Year
₹1.08 Cr
₹1.17 Cr
Deepest Drawdown
−24.84%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.22%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 37% · M 30% · S 25%
Number of Stocks
—
43
Portfolio P/E
—
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
—
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%