Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
2.77%
6 Months
20.36%
8.02%
1 Year
18.14%
5.50%
3 Years
21.64%
7.60%
5 Years
16.27%
9.19%
Since Inception
19.97%
14.35%
Fund Age
17 yrs 8 mo
5 yrs 9 mo
AUM
₹5,014.26 Cr
₹11.85 Cr
Alpha – 1 Year
13.42%
0.78%
Alpha – 3 Years
9.55%
−4.49%
Information Ratio – 3 Years
0.97
-0.44
Volatility – 1 Year
21.97%
20.18%
Volatility – 3 Years
19.06%
17.74%
Beta – 1 Year
1.13
1.11
Beta – 3 Years
1.07
1.06
Sharpe Ratio – 1 Year
0.62
0.10
Sharpe Ratio – 3 Years
0.85
0.27
Worst Rolling Year
-6.02%
7.60%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
−24.55%
−24.84%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
14.22%
5-Year Rolling Windows Positive
100.00%
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%
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
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%