Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
Unifi Blended - Rangoli
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%
3.17%
6 Months
8.02%
10.91%
1 Year
5.50%
10.45%
3 Years
7.60%
10.60%
5 Years
9.19%
10.74%
Since Inception
14.35%
18.07%
Fund Age
5 yrs 9 mo
9 yrs 2 mo
AUM
₹11.85 Cr
₹11,464.61 Cr
Alpha – 1 Year
0.78%
5.73%
Alpha – 3 Years
−4.49%
−1.49%
Information Ratio – 3 Years
-0.44
-0.11
Volatility – 1 Year
20.18%
18.78%
Volatility – 3 Years
17.74%
16.83%
Beta – 1 Year
1.11
1.04
Beta – 3 Years
1.06
1.02
Sharpe Ratio – 1 Year
0.10
0.34
Sharpe Ratio – 3 Years
0.27
0.37
Worst Rolling Year
7.60%
4.89%
Value at Worst Rolling Year
₹1.08 Cr
₹1.05 Cr
Deepest Drawdown
−24.84%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.22%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 24% · M 11% · S 66%
Number of Stocks
—
—
Portfolio P/E
—
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%