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) |
|---|---|---|---|
| 2.24% | 0.60 | 12.91% | 66.27% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -4.10% | -4.50% | 8.30% | -4.80% | 18.30% | 12.80% | 8.30% | 16.20% | 19.40% |
| BSE 500 | -3.20% | 4.10% | 15.40% | 3.30% | 16.00% | 16.20% | 10.40% | 12.50% | 14.40% |
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 | 14Y 1M | 3179 | BSE 500 | 19.40% | 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 | 1.84% | 1.89% | 66.27% | 3.73% | 0.63 | 12.91% | -0.22 | 6.51% | 0.50 | 57.83 % |
| Nifty 500 | -0.19% | 2.43% | 2.24% | 0.60 | 5.58% | 0.46 | 58.43 % | |||
| Nifty Midcap 100 | -5.79% | 5.61% | -0.18% | 0.48 | 3.57% | 0.26 | 54.22 % | |||
| Nifty Smallcap 100 | 2.89% | 12.53% | 15.42% | 0.48 | 6.88% | 0.42 | 55.42 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| BAJAJ FINANCE LTD | 7.70 |
| TATA ELXSI LTD | 6.50 |
| ICICI BANK LTD | 6.00 |
| UNITED SPIRITS LTD | 4.40 |
| RELIANCE INDUSTRIES LTD | 4.30 |
| INFO EDGE (INDIA) LTD | 3.70 |
| DIXON TECHNOLOGIES (INDIA) LTD | 3.70 |
| VARUN BEVERAGES LTD | 3.60 |
| SUNDARAM FASTENERS LTD | 3.40 |
| TATA CONSUMER PRODUCTS LTD | 3.20 |
| Top 10 Equity Holdings | 46.50 |
Sector Allocation
| Holding | % |
|---|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 49.00 |
| Mid Cap | 34.00 |
| Small Cap | 12.00 |
| Cash | 5.00 |
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
Which is the best company through which an investor can invest in ALCHEMY High Growth Select Stock?
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.
