Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
Tamohara - Q Strategy
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%
−0.46%
6 Months
8.02%
6.77%
1 Year
5.50%
7.38%
3 Years
7.60%
9.03%
5 Years
9.19%
—
Since Inception
14.35%
10.29%
Fund Age
5 yrs 9 mo
4 yrs 2 mo
AUM
₹11.85 Cr
₹9.69 Cr
Alpha – 1 Year
0.78%
7.73%
Alpha – 3 Years
−4.49%
0.04%
Information Ratio – 3 Years
-0.44
0.09
Volatility – 1 Year
20.18%
17.08%
Volatility – 3 Years
17.74%
16.18%
Beta – 1 Year
1.11
0.95
Beta – 3 Years
1.06
1.08
Sharpe Ratio – 1 Year
0.10
0.20
Sharpe Ratio – 3 Years
0.27
0.33
Worst Rolling Year
7.60%
7.39%
Value at Worst Rolling Year
₹1.08 Cr
₹1.07 Cr
Deepest Drawdown
−24.84%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.22%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –