Alchemy Alpha Small Cap PMS


Key Portfolio Attributes

Mr. Hiren Ved

Inception Date: 06-Dec-2023

Number of Stocks: 50

Portfolio Manager's Name: Alok Agarwal

Portfolio Manager's Experience: 21 Years

Portfolio Manager's Qualifications: M.Com, MS (Finance), CA, CFA & CMT.

Co-Founder, Director, & CIO: Deven Ved

Co - Portfolio Manager’s Experience: 17 Years

Co - Portfolio Manager’s Qualification: Post Graduate Diploma in Actuarial Science and Bachelor of Science Degree in Statistics from St. Xavier's College, Mumbai.

Investment Objective

The investment objective of Alchemy Capital Management Pvt. Ltd – Alchemy Alpha Small Cap PMS is to generate long term risk adjusted returns.

Investment Strategy

The investment strategy of Alchemy Capital Management Pvt. Ltd – Alchemy Alpha Small Cap PMS is to follow a High-Risk High Return oriented strategy which aims at generating long term alpha consistently by investing predominantly in smallcap companies.

Investment Philosophy

The investment philosophy of Alchemy Capital Management Pvt. Ltd – Alchemy Alpha Small Cap PMS is to follow the approach of Growth at Reasonable Price/Premium (GARP), being assisted by rule-based algorithms.

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 Small Cap7.99%3.89%------17.60%
BSE 500 TRI3.40%6.10%12.99%

Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 0.0
Mid Cap 18.0
Small Cap 81.0
Cash 1.0

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 30 Apr 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Do Not Simply Invest, Make Informed Decisions

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