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) |
---|---|---|---|
13.43% | 0.80 | 11.71% | 66.49% |
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 High Growth Select Stock | -3.40% | 2.30% | 17.20% | 48.90% | 29.00% | 18.00% | 19.90% | 17.30% | 21.10% |
BSE 500 TRI | -6.40% | -3.60% | 8.70% | 35.90% | 22.00% | 15.70% | 19.80% | 14.30% | 16.90% |
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 High Growth Select Stock | Multi Cap | Hiren Ved | 19 December 2008 | 15Y 11M | 4570 | BSE 500 TRI | 21.10% | 8-14 | 5 |
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 | 12.72% | 8.89% | 66.49% | 21.61% | 0.83 | 11.71% | 3.81 | 6.83% | 0.54 | 58.64 % |
Nifty 500 | 6.77% | 6.66% | 13.43% | 0.80 | 5.46% | 0.46 | 58.64 % | |||
Nifty Midcap 100 | -3.03% | 7.17% | 4.14% | 0.61 | 2.36% | 0.18 | 52.88 % | |||
Nifty Smallcap 100 | -4.63% | 6.05% | 1.42% | 0.46 | 4.64% | 0.29 | 52.36 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
DIXON TECHNOLOGIES INDIA LTD | 7.70 |
DLF LTD | 4.40 |
UNITED SPIRITS LTD | 4.30 |
INFO EDGE INDIA LTD | 3.90 |
TRENT LTD | 3.90 |
Sector Allocation
Holding | % |
---|---|
Consumer Discretionary | 27.00 |
Financials | 18.90 |
Information Technology | 12.70 |
Industrials | 11.70 |
Health Care | 7.60 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 43.00 |
Mid Cap | 27.00 |
Small Cap | 26.00 |
Cash | 4.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 31 Oct 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 Oct 24.