Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.77%
7.03%
6 Months
8.02%
31.10%
1 Year
5.50%
52.47%
3 Years
7.60%
17.74%
5 Years
9.19%
16.38%
Since Inception
14.35%
15.58%
Fund Age
5 yrs 9 mo
16 yrs 9 mo
AUM
₹11.85 Cr
₹132.42 Cr
Alpha – 1 Year
0.78%
47.75%
Alpha – 3 Years
−4.49%
5.65%
Information Ratio – 3 Years
-0.44
0.46
Volatility – 1 Year
20.18%
26.74%
Volatility – 3 Years
17.74%
21.32%
Beta – 1 Year
1.11
1.30
Beta – 3 Years
1.06
0.97
Sharpe Ratio – 1 Year
0.10
1.52
Sharpe Ratio – 3 Years
0.27
0.68
Worst Rolling Year
7.60%
-15.93%
Value at Worst Rolling Year
₹1.08 Cr
₹0.84 Cr
Deepest Drawdown
−24.84%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
14.22%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
—
M 9% · S 83%
Number of Stocks
—
26
Portfolio P/E
—
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%