Alchemy Alpha 100 PMS
To generate long-term risk-adjusted returns.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 7.88% | 1.15 | 19.93% | 70.59% |
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 | 0.29% | 13.50% | -1.21% | 2.03% | 1.12% | - | - | - | 11.91% |
| Nifty 50 TRI | 1.67% | 7.40% | -8.10% | -5.42% | 0.85% | - | - | - | 8.63% |
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 | 17.21 | Nifty 50 TRI | 11.91% | 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 | 3.89% | 8.21% | 70.59% | 12.10% | 1.27 | 19.93% | 0.18 | 4.61% | 0.66 | 70.59 % |
| Nifty 500 | 0.23% | 7.65% | 7.88% | 1.15 | 1.01% | 0.19 | 58.82 % | |||
| Nifty Midcap 100 | -7.32% | 7.07% | -0.25% | 0.96 | -5.83% | -0.72 | 35.29 % | |||
| Nifty Smallcap 100 | -0.85% | 6.66% | 5.81% | 0.71 | -3.16% | -0.23 | 50.00 % | |||
| BSE 500 | 0.69% | 7.66% | 8.35% | 1.16 | 1.61% | 0.29 | 64.71 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
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 30th Jun 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 May 26.
