Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
Tamohara - TIOS
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%
3.29%
6 Months
8.02%
14.68%
1 Year
5.50%
11.65%
3 Years
7.60%
7.09%
5 Years
9.19%
8.41%
Since Inception
14.35%
10.45%
Fund Age
5 yrs 9 mo
10 yrs 5 mo
AUM
₹11.85 Cr
₹24.48 Cr
Alpha – 1 Year
0.78%
12.00%
Alpha – 3 Years
−4.49%
−1.90%
Information Ratio – 3 Years
-0.44
-0.12
Volatility – 1 Year
20.18%
20.48%
Volatility – 3 Years
17.74%
16.32%
Beta – 1 Year
1.11
1.11
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
0.10
0.36
Sharpe Ratio – 3 Years
0.27
0.15
Worst Rolling Year
7.60%
-5.06%
Value at Worst Rolling Year
₹1.08 Cr
₹0.95 Cr
Deepest Drawdown
−24.84%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
14.22%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 41% · M 5% · S 35%
Number of Stocks
—
31
Portfolio P/E
—
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
—
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –