Alchemy Ascent PMS


Key Portfolio Attributes

Mr. Hiren Ved

Inception Date: 03 Sept 2019

Number of Stocks: 25 - 30

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

Portfolio Managers: Alok Agarwal, Deven Ved

Portfolio Managers' Experience:

Alok Agarwal has over 21 years of experience.

Deven Ved has over 17 years of experience.

Portfolio Managers' Qualifications:

Alok Agarwal holds M.Com degree and MS (Finance) & has also completed CA, CFA & CMT

Deven Ved holds a Post Graduate Diploma in Actuarial Science and Bachelor of Science Degree in Statistics from St. Xaviers College, Mumbai.

Investment Objective

The investment objective of Alchemy Ascent PMS is to generate long term risk-adjusted returns.

Portfolio Strategy

Alchemy Ascent PMS is 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
Alchemy Capital Management Ascent1.60%7.40%22.60%66.80%18.20%22.80%21.90%
BSE 500 TRI0.90%4.50%17.40%40.20%17.80%19.30%21.40%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
HINDUSTAN AERONAUTICS LTD 8.50
SONATA SOFTWARE LTD 7.80
BAJAJ AUTO LTD 6.90
I D F C LTD 5.70
ANGEL ONE LTD 5.70

Sector Allocation


Holding %
Financials 19.80
Industrials 16.60
Information Technology 15.70
Consumer Discretionary 14.40
Consumer Staples 6.70

Market Cap Allocation


Allocations %
Large Cap 39.90
Mid Cap 30.80
Small Cap 26.80
Cash 2.50

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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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 PMS?

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 Mar 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Dec 23.


Do Not Simply Invest, Make Informed Decisions

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