ALCHEMY High Growth Select Stock


Key Attributes

Mr. Hiren Ved

Inception Date: 19 Dec 2008

Number of Stocks: 8-12

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

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.

Portfolio Strategy

Highly Concentrated portfolio of High Growth companies. The philosophy behind growth investing is based on the fact that India is a high growth economy and it has a strong entrepreneurial culture to exploit the growth opportunity. Through a combination of top-down and bottom-up fundamental research, the endeavor is  to identify and invest in growth companies which will enable long term wealth creation. A typical portfolio consists of  5-10 stocks. There are no sector specific limits where as individual stock exposure is limited to 25%.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio4.6%9.2%7.5%7.6%34.0%18.0%11.7%18.8%20.4%
BSE 5004.6%8.6%7.5%5.4%28.1%19.7%12.2%13.9%14.7%



QRC Report Card *




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

imageBook a call with our PMS AIF Specialists


From the Founders & Managers of Alchemy Capital Management PMS

What to expect from Alchemy High Growth Select Stock PMS

Investment Objective: To generate long-term returns by investing in equities and equity related instruments, across all market capitalizations with a mid-cap bias.

Philosophy & Strategy: The philosophy behind growth investing is based on the fact that India is a high growth economy with a strong entrepreneurial culture. Our endeavor is to identify and invest in growth companies through a combination of top-down and bottoms up fundamental research to enable long term wealth creation. A typical Portfolio may generally consist of between 8-12 stocks. We may construct such concentrated Portfolios as per the Clients need and understanding.

Invest in companies across the market capitalization range, which have high growth potential and potential to deliver long-term capital appreciation.

Who should invest in Alchemy High Growth Select Stock 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 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 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.




Related Investments

Do Not Simply Invest, Make Informed Decisions