Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
Tamohara - TRUFFLE
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%
8.72%
6 Months
8.02%
28.59%
1 Year
5.50%
28.02%
3 Years
7.60%
18.67%
5 Years
9.19%
17.18%
Since Inception
14.35%
20.03%
Fund Age
5 yrs 9 mo
5 yrs 4 mo
AUM
₹11.85 Cr
₹221.27 Cr
Alpha – 1 Year
0.78%
28.37%
Alpha – 3 Years
−4.49%
9.68%
Information Ratio – 3 Years
-0.44
0.87
Volatility – 1 Year
20.18%
22.32%
Volatility – 3 Years
17.74%
17.88%
Beta – 1 Year
1.11
1.03
Beta – 3 Years
1.06
0.95
Sharpe Ratio – 1 Year
0.10
0.99
Sharpe Ratio – 3 Years
0.27
0.81
Worst Rolling Year
7.60%
13.69%
Value at Worst Rolling Year
₹1.08 Cr
₹1.14 Cr
Deepest Drawdown
−24.84%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.22%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 19% · M 4% · S 74%
Number of Stocks
—
29
Portfolio P/E
—
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
—
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –