Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.77%
0.30%
6 Months
8.02%
26.99%
1 Year
5.50%
26.29%
3 Years
7.60%
27.01%
5 Years
9.19%
—
Since Inception
14.35%
35.84%
Fund Age
5 yrs 9 mo
4 yrs 3 mo
AUM
₹11.85 Cr
₹521.91 Cr
Alpha – 1 Year
0.78%
28.33%
Alpha – 3 Years
−4.49%
20.36%
Information Ratio – 3 Years
-0.44
—
Volatility – 1 Year
20.18%
31.27%
Volatility – 3 Years
17.74%
25.96%
Beta – 1 Year
1.11
—
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.10
0.72
Sharpe Ratio – 3 Years
0.27
0.85
Worst Rolling Year
7.60%
27.02%
Value at Worst Rolling Year
₹1.08 Cr
₹1.27 Cr
Deepest Drawdown
−24.84%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.22%
36.88%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
—
49
Portfolio P/E
—
21.17
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%
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Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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