ALCHEMY Ascent Fund


Key Attributes

Mr. Hiren Ved

Inception Date: 8 Sept 2019

Number of Stocks: 25 - 30

Co-founder & CIO: Hiren Ved

Fund Manager Name: Mr. Hiren Ved

Fund Manager Experience:

Total Exp - 25 Years, With Alchemy - 19 Years

Fund Manager Qualification:

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-2.5%-2.2%0.7%17.0%48.6%---22.8%
BSE 200-0.7%-0.4%-2.0%18.8%34.5%---20.9%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
DEEPAK NITRITE LTD 9.89
K P R MILL LTD 6.64
ALKYL AMINES CHEMICALS LTD 5.34
GUJARAT GAS LTD 4.48
LARSEN & TOUBRO INFOTECH LTD 3.96
GUJARAT STATE PETRONET LTD 3.50
CENTRAL DEPOSITORY SERVICES (INDIA) LTD 3.24
TATA ELXSI LTD 2.83
NATIONAL ALUMINIUM COMPANY LTD 2.71
GLAND PHARMA LTD 2.60
Top 10 Equity Holdings 45.20

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 21.0
Mid Cap 17.0
Small Cap 56.0
Cash 6.0

Disclaimer

#Returns as of 30 Apr 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 Mar 22.



Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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