Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
2.64%
6 Months
0.96%
5.29%
1 Year
14.90%
2.64%
3 Years
14.68%
8.64%
5 Years
10.31%
—
Since Inception
19.96%
12.31%
Fund Age
24 yrs 3 mo
3 yrs 11 mo
AUM
₹757.54 Cr
₹56.94 Cr
Alpha – 1 Year
10.18%
−2.08%
Alpha – 3 Years
2.59%
−3.45%
Information Ratio – 3 Years
0.54
-0.33
Volatility – 1 Year
22.77%
19.56%
Volatility – 3 Years
22.88%
17.76%
Beta – 1 Year
1.00
1.08
Beta – 3 Years
1.22
1.07
Sharpe Ratio – 1 Year
0.49
-0.05
Sharpe Ratio – 3 Years
0.49
0.31
Worst Rolling Year
-9.25%
8.64%
Value at Worst Rolling Year
₹0.91 Cr
₹1.09 Cr
Deepest Drawdown
−36.23%
−25.57%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
14.83%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 41% · M 14% · S 34%
—
Number of Stocks
62
—
Portfolio P/E
36.83
—
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
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
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%