Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
2.64%
6 Months
20.36%
5.29%
1 Year
18.14%
2.64%
3 Years
21.64%
8.64%
5 Years
16.27%
—
Since Inception
19.97%
12.31%
Fund Age
17 yrs 8 mo
3 yrs 11 mo
AUM
₹5,014.26 Cr
₹56.94 Cr
Alpha – 1 Year
13.42%
−2.08%
Alpha – 3 Years
9.55%
−3.45%
Information Ratio – 3 Years
0.97
-0.33
Volatility – 1 Year
21.97%
19.56%
Volatility – 3 Years
19.06%
17.76%
Beta – 1 Year
1.13
1.08
Beta – 3 Years
1.07
1.07
Sharpe Ratio – 1 Year
0.62
-0.05
Sharpe Ratio – 3 Years
0.85
0.31
Worst Rolling Year
-6.02%
8.64%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−24.55%
−25.57%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
14.83%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
—
Number of Stocks
97
—
Portfolio P/E
63.07
—
Top 5 Holdings
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
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
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
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%