Alchemy Alpha 100 PMS
To generate long-term risk-adjusted returns.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 4.85% | 1.16 | 18.59% | 68.75% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Alchemy Capital Management Alpha 100 | 2.23% | -2.98% | -0.51% | 7.21% | 4.23% | - | - | - | 12.17% |
| Nifty 50 TRI | -1.72% | -6.30% | -9.87% | -3.84% | 3.35% | - | - | - | 8.25% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Alchemy Capital Management Alpha 100 | Large Cap | Mr. Alok Agarwal & Mr. Deven Ved | 16 August 2023 | 2Y 10M | 17.47 | Nifty 50 TRI | 12.17% | 35 | 11 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 0.07% | 6.03% | 68.75% | 6.10% | 1.20 | 18.59% | -0.14 | 1.84% | 0.28 | 68.75 % |
| Nifty 500 | -1.01% | 5.86% | 4.85% | 1.16 | -0.01% | 0.00 | 56.25 % | |||
| Nifty Midcap 100 | -8.24% | 5.43% | -2.81% | 1.05 | -5.27% | -0.62 | 37.50 % | |||
| Nifty Smallcap 100 | 1.19% | 5.4% | 6.59% | 0.83 | -0.99% | -0.07 | 50.00 % | |||
| BSE 500 | -0.65% | 5.86% | 5.21% | 1.16 | 0.49% | 0.09 | 62.50 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| SHRIRAM FINANCE LTD | 7.99 |
| TITAN COMPANY LTD | 7.29 |
| JSW STEEL LTD | 6.94 |
| VEDANTA LTD | 6.53 |
| TATA STEEL LTD | 6.47 |
| MAHINDRA and MAHINDRA LTD | 5.98 |
| BAJAJ FINANCE LTD | 5.96 |
| HINDALCO INDUSTRIES LTD | 4.06 |
| SOLAR INDUSTRIES INDIA LTD | 3.69 |
| SBI LIFE INSURANCE COMPANY LTD | 3.68 |
Sector Allocation
| Holding | % |
|---|---|
| Financials | 39.00 |
| Consumer Discretionary | 19.00 |
| Information Technology | 15.00 |
| Industrials | 4.00 |
| Communication Services | 7.00 |
| Financials | 45.30 |
| Materials | 30.00 |
| Consumer Discretionary | 16.10 |
| Industrials | 6.70 |
| Communication Services | 6.40 |
| Consumer Staples | 3.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 99.00 |
| Mid Cap | 0.00 |
| Small Cap | 0.00 |
| Cash | 0.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st May 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 26.
