Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.77%
3.26%
6 Months
8.02%
4.03%
1 Year
5.50%
0.70%
3 Years
7.60%
10.01%
5 Years
9.19%
8.40%
Since Inception
14.35%
14.84%
Fund Age
5 yrs 9 mo
7 yrs 10 mo
AUM
₹11.85 Cr
₹2,937.84 Cr
Alpha – 1 Year
0.78%
−2.28%
Alpha – 3 Years
−4.49%
−1.88%
Information Ratio – 3 Years
-0.44
-0.37
Volatility – 1 Year
20.18%
17.90%
Volatility – 3 Years
17.74%
14.65%
Beta – 1 Year
1.11
1.00
Beta – 3 Years
1.06
0.93
Sharpe Ratio – 1 Year
0.10
-0.18
Sharpe Ratio – 3 Years
0.27
0.35
Worst Rolling Year
7.60%
7.25%
Value at Worst Rolling Year
₹1.08 Cr
₹1.07 Cr
Deepest Drawdown
−24.84%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.22%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 58% · M 15% · S 26%
Number of Stocks
—
71
Portfolio P/E
—
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
—
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%