Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
4.61%
6 Months
20.36%
3.41%
1 Year
18.14%
20.00%
3 Years
21.64%
24.29%
5 Years
16.27%
—
Since Inception
19.97%
15.71%
Fund Age
17 yrs 8 mo
4 yrs 7 mo
AUM
₹5,014.26 Cr
₹129.22 Cr
Alpha – 1 Year
13.42%
15.28%
Alpha – 3 Years
9.55%
12.20%
Information Ratio – 3 Years
0.97
1.16
Volatility – 1 Year
21.97%
22.01%
Volatility – 3 Years
19.06%
22.99%
Beta – 1 Year
1.13
0.67
Beta – 3 Years
1.07
1.00
Sharpe Ratio – 1 Year
0.62
0.70
Sharpe Ratio – 3 Years
0.85
1.11
Worst Rolling Year
-6.02%
13.28%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−24.55%
−27.23%
Recovery Period
436 days
325 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
25.12%
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%
Hindustan Aeronautics Ltd · 12.57%
Cigniti Technologies Ltd · 7.17%
Tata Investment Corporation Ltd · 6.84%
Tube Investments of India Ltd · 6.13%
Power Finance Corporation Ltd · 6.10%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%