Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
8.02%
1.92%
1 Year
5.50%
0.43%
3 Years
7.60%
—
5 Years
9.19%
—
Since Inception
14.35%
6.17%
Fund Age
5 yrs 9 mo
2 yrs 2 mo
AUM
₹11.85 Cr
₹22.98 Cr
Alpha – 1 Year
0.78%
−2.55%
Alpha – 3 Years
−4.49%
—
Information Ratio – 3 Years
-0.44
—
Volatility – 1 Year
20.18%
16.90%
Volatility – 3 Years
17.74%
—
Beta – 1 Year
1.11
0.96
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.10
-0.22
Sharpe Ratio – 3 Years
0.27
—
Worst Rolling Year
7.60%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−24.84%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.22%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 61% · M 14% · S 21%
Number of Stocks
—
41
Portfolio P/E
—
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%