PMS · Equity · Flexi Cap
MOAT - Auxano Opportunity Fund
IRRSince inception19.45%
1Y return20.60%
Minimum investment₹50 Lakh
Fund age12 mo
Fund Manager
Growth of₹Cr
MOAT Auxano Opportunity
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| MOAT Auxano Opportunity | 14.23% | 20.60% | — | — | — | 19.45% |
| Nifty 500 | −3.20% | −1.96% | — | — | — | 1.13% |
| Excess over benchmark | 17.43% | 22.56% | — | — | — | 18.32% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 30 Jun 2026.
Risk : What you take on to earn the return
Volatility
24.82%
Benchmark approx 16.09%
A standard deviation reflecting historical swings.
Sensitivity
1.30
Beta vs benchmark 1.00 · 30% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.65
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −13.69%, and recovered on 16 Apr 2026.
Max drawdowns
−13.69%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −13.69% | – | 16 Apr 2026 | – |
| Benchmark | 30 Jun 2025 | 30 Mar 2026 | −14.69% | 273 days | – | – |
Scheme
Peak–
Trough–
Depth−13.69%
Fell over–
Recovered16 Apr 2026
Recovery took–
Benchmark
Peak30 Jun 2025
Trough30 Mar 2026
Depth−14.69%
Fell over273 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 30 Jun 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 12.00% gross return.
FixedPlan A · SimpleFixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee2.00% / yr
Performance Fee20% of profit
Hurdle RateAbove 12%
No exit load. Lock-in: Nil.
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