The strategy aims at generating long term returns by investing in equities across market capitalizations, with a Mid cap bias and concentrated portfolio of between 5 – 10 stocks.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 5.16% | 1.35 | 15.89% | 66.26% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 4.6% | 9.2% | 7.5% | 7.6% | 34.0% | 18.0% | 11.7% | 18.8% | 20.4% |
| BSE 500 | 4.6% | 8.6% | 7.5% | 5.4% | 28.1% | 19.7% | 12.2% | 13.9% | 14.7% |
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 Select Stock | Multi Cap | Hiren Ved | 19 December 2008 | 13Y 9M | 3515 | BSE 500 | 20.4% | 8-12 | NA |
| 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 | -1.17% | 5.32% | 66.26% | 4.15% | 1.20 | 15.89% | 0.05 | 6.19% | 0.48 | 58.28 % |
| Nifty 500 | -1.70% | 6.86% | 5.16% | 1.35 | 5.44% | 0.45 | 58.90 % | |||
| Nifty Midcap 100 | -5.27% | 11.71% | 6.44% | 0.92 | 3.79% | 0.28 | 54.60 % | |||
| Nifty Smallcap 100 | 0.11% | 17.65% | 17.76% | 0.57 | 6.71% | 0.41 | 55.83 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| TATA ELXSI LTD | 12.11 |
| BAJAJ FINANCE LTD | 7.93 |
| ICICI BANK LTD | 5.38 |
| DIVI'S LABORATORIES LTD | 4.29 |
| UNITED SPIRITS LTD | 3.97 |
| DIXON TECHNOLOGIES (INDIA) LTD | 3.52 |
| RELIANCE INDUSTRIES LTD | 3.49 |
| TATA CONSUMER PRODUCTS LTD | 3.44 |
| VARUN BEVERAGES LTD | 3.33 |
| INFO EDGE (INDIA) LTD | 3.33 |
| Top 10 Equity Holdings | 50.78 |
Sector Allocation
| Holding | % |
|---|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 45.7 |
| Mid Cap | 38.5 |
| Small Cap | 11.9 |
| Cash | 3.8 |
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
From the Founders & Managers of Alchemy Capital Management PMS
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Disclaimer
#Returns as of 31 Aug 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 Jun 22.
