Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
2.64%
6 Months
0.51%
5.29%
1 Year
12.01%
2.64%
3 Years
12.45%
8.64%
5 Years
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—
Since Inception
12.40%
12.31%
Fund Age
3 yrs
3 yrs 11 mo
AUM
₹22.7 Cr
₹56.94 Cr
Alpha – 1 Year
12.36%
−2.08%
Alpha – 3 Years
3.45%
−3.45%
Information Ratio – 3 Years
0.50
-0.33
Volatility – 1 Year
19.89%
19.56%
Volatility – 3 Years
17.57%
17.76%
Beta – 1 Year
1.18
1.08
Beta – 3 Years
1.20
1.07
Sharpe Ratio – 1 Year
0.40
-0.05
Sharpe Ratio – 3 Years
0.46
0.31
Worst Rolling Year
12.43%
8.64%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−26.54%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
14.83%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 99%
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Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
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Fixed Fee
—
2.00% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%