This is a high-conviction portfolio with an objective to generate long term returns by investing in equities and equity related instruments, across all market capitalizations with a mid cap bias.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 1.36% | 0.83 | 12.81% | 67.08% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -8.4% | -5.5% | -9.0% | 3.8% | 24.9% | 3.0% | 4.6% | 13.1% | 20.1% |
| BSE 500 | -4.5% | -1.1% | -3.3% | 6.9% | 34.6% | 13.2% | 11.2% | 13.6% | 15.7% |
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 High Growth | Multi Cap | Amit Nadekar | 08 May 2002 | 20Y 1M | 1180 | BSE 500 | 20.1% | 20-25 | 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 | 5.22% | -2.76% | 67.08% | 2.46% | 0.85 | 12.81% | 1.42 | 5.48% | 0.43 | 55.42 % |
| Nifty 500 | 2.75% | -1.39% | 1.36% | 0.83 | 4.48% | 0.41 | 54.58 % | |||
| Nifty Midcap 100 | -4.40% | 3.51% | -0.89% | 0.56 | 2.43% | 0.21 | 50.42 % | |||
| Nifty Smallcap 100 | -8.59% | 8.57% | -0.02% | 0.32 | 3.12% | 0.22 | 51.82 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| LARSEN & TOUBRO INFOTECH LTD | 7.62 |
| BAJAJ FINANCE LTD | 6.94 |
| MAX HEALTHCARE INSTITUTE LTD | 6.71 |
| ICICI BANK LTD | 6.49 |
| AVENUE SUPERMARTS LTD | 6.05 |
| DEEPAK NITRITE LTD | 5.58 |
| PRAJ INDUSTRIES LTD | 5.48 |
| DIVI'S LABORATORIES LTD | 5.42 |
| P I INDUSTRIES LTD | 4.98 |
| STATE BANK OF INDIA | 4.64 |
| Top 10 Equity Holdings | 59.90 |
Sector Allocation
| Holding | % |
|---|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 49.6 |
| Mid Cap | 28.2 |
| Small Cap | 16.0 |
| Cash | 6.2 |
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 May 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 Apr 22.
