Portfolio Management Services (PMS)Compare Schemes
MOAT - Special Opportunities Fund vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
MOAT - Special Opportunities Fund
Wright Factor Fund
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%
10.96%
6 Months
8.02%
14.84%
1 Year
5.50%
16.93%
3 Years
7.60%
—
5 Years
9.19%
—
Since Inception
14.35%
20.33%
Fund Age
5 yrs 9 mo
3 yrs
AUM
₹11.85 Cr
₹214.05 Cr
Alpha – 1 Year
0.78%
12.21%
Alpha – 3 Years
−4.49%
—
Information Ratio – 3 Years
-0.44
0.51
Volatility – 1 Year
20.18%
22.29%
Volatility – 3 Years
17.74%
21.03%
Beta – 1 Year
1.11
0.97
Beta – 3 Years
1.06
0.97
Sharpe Ratio – 1 Year
0.10
0.57
Sharpe Ratio – 3 Years
0.27
0.72
Worst Rolling Year
7.60%
18.92%
Value at Worst Rolling Year
₹1.08 Cr
₹1.19 Cr
Deepest Drawdown
−24.84%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.22%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%