Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 (Momentum) vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250 (Momentum)
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
—
3.74%
6 Months
—
1.17%
1 Year
—
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
—
16.58%
Fund Age
—
4 yrs 5 mo
AUM
—
₹72.15 Cr
Alpha – 1 Year
—
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
—
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
—
−22.14%
Recovery Period
—
301 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.99%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
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Top Sectors
—
—
Fixed Fee
—
2.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%