Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
MOAT - Moderate Compounders
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
2.23%
2.75%
6 Months
5.86%
8.17%
1 Year
18.36%
3.28%
3 Years
18.72%
8.41%
5 Years
—
12.53%
Since Inception
18.90%
11.01%
Fund Age
3 yrs
12 yrs 9 mo
AUM
₹750.57 Cr
₹16.57 Cr
Alpha – 1 Year
13.64%
−1.44%
Alpha – 3 Years
6.63%
−3.68%
Information Ratio – 3 Years
0.54
-0.32
Volatility – 1 Year
20.46%
20.74%
Volatility – 3 Years
21.62%
17.91%
Beta – 1 Year
1.00
1.13
Beta – 3 Years
1.18
1.09
Sharpe Ratio – 1 Year
0.66
0.00
Sharpe Ratio – 3 Years
0.66
0.32
Worst Rolling Year
18.50%
-16.89%
Value at Worst Rolling Year
₹1.19 Cr
₹0.83 Cr
Deepest Drawdown
−29.06%
−28.21%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
19.09%
13.43%
5-Year Rolling Windows Positive
—
88.30%
Market-Cap Mix
L 37% · M 53% · S 9%
—
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
—
—
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%