Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
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
2.23%
2.77%
6 Months
5.86%
8.02%
1 Year
18.36%
5.50%
3 Years
18.72%
7.60%
5 Years
—
9.19%
Since Inception
18.90%
14.35%
Fund Age
3 yrs
5 yrs 9 mo
AUM
₹750.57 Cr
₹11.85 Cr
Alpha – 1 Year
13.64%
0.78%
Alpha – 3 Years
6.63%
−4.49%
Information Ratio – 3 Years
0.54
-0.44
Volatility – 1 Year
20.46%
20.18%
Volatility – 3 Years
21.62%
17.74%
Beta – 1 Year
1.00
1.11
Beta – 3 Years
1.18
1.06
Sharpe Ratio – 1 Year
0.66
0.10
Sharpe Ratio – 3 Years
0.66
0.27
Worst Rolling Year
18.50%
7.60%
Value at Worst Rolling Year
₹1.19 Cr
₹1.08 Cr
Deepest Drawdown
−29.06%
−24.84%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
14.22%
5-Year Rolling Windows Positive
—
100.00%
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%
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
—
—
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%