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) |
|---|---|---|---|
| -3.34% | 0.54 | 12.17% | 66.53% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 3.4% | 5.9% | 1.3% | -2.6% | 22.9% | 6.9% | 4.5% | 12.3% | 20.2% |
| BSE 500 | 4.0% | 5.3% | 4.4% | 2.5% | 27.1% | 16.9% | 11.2% | 13.2% | 15.8% |
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 | Hiren Ved | 08 May 2002 | 20Y 6M | 1154 | BSE 500 | 20.2% | 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 | 1.86% | -3.71% | 66.53% | -1.85% | 0.54 | 12.17% | -0.70 | 5.35% | 0.42 | 55.10 % |
| Nifty 500 | -0.16% | -3.18% | -3.34% | 0.54 | 4.28% | 0.38 | 54.29 % | |||
| Nifty Midcap 100 | -5.73% | -0.03% | -5.76% | 0.41 | 2.06% | 0.18 | 50.20 % | |||
| Nifty Smallcap 100 | 3.02% | 6.81% | 9.83% | 0.43 | 3.62% | 0.25 | 52.44 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| ICICI BANK LTD | 8.27 |
| PRAJ INDUSTRIES LTD | 7.17 |
| BAJAJ FINANCE LTD | 7.12 |
| P I INDUSTRIES LTD | 6.97 |
| HDFC BANK LTD | 5.94 |
| MARUTI SUZUKI INDIA LTD | 4.77 |
| EICHER MOTORS LTD | 4.59 |
| TITAN COMPANY LTD | 4.55 |
| DIVI'S LABORATORIES LTD | 4.12 |
| AXIS BANK LTD | 4.07 |
| Top 10 Equity Holdings | 57.57 |
Sector Allocation
| Holding | % |
|---|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 50.0 |
| Mid Cap | 31.0 |
| Small Cap | 16.0 |
| Cash | 3.0 |
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 Oct 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.
