Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
2.77%
6 Months
0.51%
8.02%
1 Year
12.01%
5.50%
3 Years
12.45%
7.60%
5 Years
—
9.19%
Since Inception
12.40%
14.35%
Fund Age
3 yrs
5 yrs 9 mo
AUM
₹22.7 Cr
₹11.85 Cr
Alpha – 1 Year
12.36%
0.78%
Alpha – 3 Years
3.45%
−4.49%
Information Ratio – 3 Years
0.50
-0.44
Volatility – 1 Year
19.89%
20.18%
Volatility – 3 Years
17.57%
17.74%
Beta – 1 Year
1.18
1.11
Beta – 3 Years
1.20
1.06
Sharpe Ratio – 1 Year
0.40
0.10
Sharpe Ratio – 3 Years
0.46
0.27
Worst Rolling Year
12.43%
7.60%
Value at Worst Rolling Year
₹1.12 Cr
₹1.08 Cr
Deepest Drawdown
−26.54%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
14.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
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%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%