Alchemy Ascent


Key Portfolio Attributes

Mr. Hiren Ved

Inception Date: 03 Sept 2019

Number of Stocks: 25 - 30

Co-Founder, Director, CEO, CIO, & Portfolio Manager: Mr. Hiren Ved

Portfolio Manager's Experience:

Mr. Hiren Ved is an equity market veteran. He joined Alchemy in the year 1999 to spearhead the firms Asset management business and has built a long-term track record of generating significant alpha over the last 20 years.

Portfolio Manager's Qualifications:

Cost accountant and holds Diploma in Banking & Finance

Investment Objective

To generate long term risk-adjusted returns.

Portfolio Strategy

A high-Risk High Return oriented strategy where capital allocation is as important as stock selection and which aims at generating long term return by investing in companies with Market Capitalisation of 4000 crores and above, using data-intensive research-driven investment approach, to identify companies based on various parameters such as growth, valuation, quality earning and balance sheet health.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-5.60%-1.10%11.80%-11.80%21.30%14.50%--14.80%
BSE 200-3.30%4.40%15.30%4.20%15.30%15.60%--18.10%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
HINDUSTAN AERONAUTICS LTD 7.00
PAGE INDUSTRIES LTD 6.60
INDIAN RAILWAY FINANCE CORPORATION LTD 5.80
I D F C LTD 5.50
BHARAT DYNAMICS LTD 5.40
TATA INVESTMENT CORPORATION LTD 5.10
TRIVENI TURBINE LTD 4.80
MAZAGON DOCK SHIPBUILDERS LTD 4.70
EID PARRY (INDIA) LTD 4.60
GREAT EASTERN SHIPPING CO LTD 4.30
Top 10 Equity Holdings 53.80

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 20.00
Mid Cap 24.00
Small Cap 53.00
Cash 3.00


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists


From the Founders & Managers of Alchemy Capital Management PMS

What to expect from Alchemy Ascent PMS?

Investment Objective: To generate long-term risk adjusted returns.

Philosophy & Strategy: A High-Risk High Return oriented strategy where capital allocation is as important as stock selection and which aims at generating long term return by investing in companies with Market Capitalisation of 4000 crores and above, using data intensive research driven investment approach, to identify companies

based on various parameters such as growth, valuation, quality earning and balance

sheet health

Who should invest in Alchemy Ascent PMS?

Clients with Investment horizon of 3 to 5 years with high-risk appetite.

Which is the best company through which an investor can invest in Alchemy Ascent?

We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.



Disclaimer

#Returns as of 31 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 22.




Related Investments

Do Not Simply Invest, Make Informed Decisions