Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
SVAN Velocity
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%
3.40%
6 Months
8.02%
21.77%
1 Year
5.50%
16.05%
3 Years
7.60%
23.24%
5 Years
9.19%
—
Since Inception
14.35%
24.82%
Fund Age
5 yrs 9 mo
3 yrs 1 mo
AUM
₹11.85 Cr
₹415.03 Cr
Alpha – 1 Year
0.78%
11.33%
Alpha – 3 Years
−4.49%
11.15%
Information Ratio – 3 Years
-0.44
0.72
Volatility – 1 Year
20.18%
25.50%
Volatility – 3 Years
17.74%
24.35%
Beta – 1 Year
1.11
1.34
Beta – 3 Years
1.06
1.27
Sharpe Ratio – 1 Year
0.10
0.50
Sharpe Ratio – 3 Years
0.27
0.77
Worst Rolling Year
7.60%
23.24%
Value at Worst Rolling Year
₹1.08 Cr
₹1.23 Cr
Deepest Drawdown
−24.84%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.22%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 2% · S 95%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –