Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.77%
4.52%
6 Months
8.02%
24.02%
1 Year
5.50%
36.06%
3 Years
7.60%
24.43%
5 Years
9.19%
16.10%
Since Inception
14.35%
15.98%
Fund Age
5 yrs 9 mo
14 yrs 10 mo
AUM
₹11.85 Cr
₹214.08 Cr
Alpha – 1 Year
0.78%
31.34%
Alpha – 3 Years
−4.49%
12.34%
Information Ratio – 3 Years
-0.44
1.07
Volatility – 1 Year
20.18%
26.85%
Volatility – 3 Years
17.74%
19.70%
Beta – 1 Year
1.11
1.34
Beta – 3 Years
1.06
1.03
Sharpe Ratio – 1 Year
0.10
1.08
Sharpe Ratio – 3 Years
0.27
0.96
Worst Rolling Year
7.60%
-9.81%
Value at Worst Rolling Year
₹1.08 Cr
₹0.90 Cr
Deepest Drawdown
−24.84%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
14.22%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 40% · M 33% · S 24%
Number of Stocks
—
31
Portfolio P/E
—
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%