Alchemy High Growth PMS


Key Portfolio Attributes

Mr. Hiren Ved

Inception Date: 8 May 2002

Number of Stocks: 18-20

Co-Founder, Director, & CIO: Mr. Hiren Ved

Portfolio Manager's Name: Alok Agarwal

Portfolio Manager's Experience:

Alok Agarwal has over 21 years of experience.

Portfolio Manager's Qualifications:

Alok Agarwal holds M.Com degree and MS (Finance) & has also completed CA, CFA & CMT

Investment Objective

Alchemy High Growth PMS 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.

Investment Philosophy

Alchemy High Growth PMS Growth style investing PMS that follows Growth at Reasonable Prices (GARP).

Portfolio Strategy

• A Multicap approach which allows flexibility in stock selection.

• Diversified Portfolio which generally may consist of maximum 25 stock ideas with the option of being overweight in certain stocks.

• A Mid Cap biased to take advantage of high growth due to scale up of business. 2/3rd Mid cap bias and 1/3rd Large cap bias.

• Top-down & Bottom-up approach with focus on superior risk-reward.

• Primarily evaluate stocks for the long term investment perspective to serves the twin objectives of reducing the impact of short-term volatility as well as helps capture a substantial part of the value accretion during the life cycle of a growth stock. Endeavor to seed the appropriate investment ideas and watch them grow.

• Focused on entrepreneurial growth opportunities of India

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 Growth9.30%9.20%37.00%56.30%21.80%21.80%12.60%15.00%21.70%
BSE 500 TRI3.40%6.10%25.00%38.60%20.20%20.40%18.20%16.30%17.50%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
HINDUSTAN AERONAUTICS LTD 9.00
SOBHA LTD 7.20
MULTI COMMODITY EXCHANGE OF INDIA LTD 6.00
BHARAT ELECTRONICS LTD 5.80
TATA MOTORS LTD - DVR 5.70

Sector Allocation


Holding %
Industrials 28.70
Consumer Discretionary 22.50
Financials 17.90
Health Care 17.90
Information Technology 6.70

Market Cap Allocation


Allocations %
Large Cap 56.00
Mid Cap 17.00
Small Cap 24.00
Cash 3.00

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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From the Founders & Managers of Alchemy Capital Management PMS

What to expect from Alchemy High Growth 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: Alchemy Investment Philosophy is “Growth at Reasonable Price “. The philosophy behind growth investing is based on the fact that India is a high growth economy with a strong entrepreneurial culture. Our endeavour 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.

Who should invest in Alchemy High Growth 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 PMS?

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 30 Apr 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 Mar 24.


Do Not Simply Invest, Make Informed Decisions

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