ALCHEMY High Growth Select Stock


Key Attributes

Mr. Hiren Ved

Inception Date: 19 Dec 2008

Number of Stocks: 8-12

Co-founder & CIO: Hiren Ved

Fund Manager Name: Mr. Hiren Ved

Fund Manager Experience:

Total Exp - 25 Years, With Alchemy - 19 Years

Fund Manager Qualification:

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
Portfolio-2.7%-0.4%-2.4%28.7%41.2%14.4%13.0%19.3%20.7%
BSE 500-0.6%-0.7%-1.8%19.6%36.1%15.5%12.6%13.4%14.8%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
TATA ELXSI LTD 11.08
BAJAJ FINANCE LTD 7.37
DIVI'S LABORATORIES LTD 6.15
UNITED SPIRITS LTD 3.92
L&T TECHNOLOGY SERVICES LTD 3.86
DIXON TECHNOLOGIES (INDIA) LTD 3.75
ICICI BANK LTD 3.74
DEEPAK NITRITE LTD 3.31
RELIANCE INDUSTRIES LTD 3.23
TATA CONSUMER PRODUCTS LTD 3.21
Top 10 Equity Holdings 49.62

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 45.0
Mid Cap 37.0
Small Cap 12.0
Cash 6.0

Disclaimer

#Returns as of 30 Apr 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 Mar 22.



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