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) |
|---|---|---|---|
| -2.46% | 0.84 | 11.08% | 66.15% |
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 | -3.10% | -0.90% | 14.10% | 7.00% | 2.10% | 17.40% | 7.20% | 12.80% | 19.60% |
| BSE 500 TRI | -2.86% | -1.42% | 10.89% | 9.63% | 6.74% | 22.01% | 15.34% | 14.72% | 16.69% |
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 | 21Y 6M | 828 | BSE 500 TRI | 19.60% | 20-25 | 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 | 5.86% | -6.59% | 66.15% | -0.73% | 0.72 | 11.08% | 0.95 | 5.05% | 0.40 | 54.86 % |
| Nifty 500 | 4.08% | -6.54% | -2.46% | 0.84 | 3.96% | 0.36 | 53.70 % | |||
| Nifty Midcap 100 | -8.70% | -9.33% | -18.03% | 0.85 | 1.14% | 0.10 | 49.03 % | |||
| Nifty Smallcap 100 | -10.58% | -12.44% | -23.02% | 0.63 | 2.37% | 0.17 | 50.63 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| LARSEN & TOUBRO LTD | 6.40 |
| HINDUSTAN AERONAUTICS LTD | 6.00 |
| CIE AUTOMOTIVE INDIA LTD | 5.60 |
| AXIS BANK LTD | 5.40 |
| COFORGE LTD | 5.20 |
| Top 5 Equity Holdings | 28.68 |
Sector Allocation
| Holding | % |
|---|---|
| Consumer Discretionary | 25.70 |
| Financials | 20.10 |
| Industrials | 19.30 |
| Health Care | 17.50 |
| Information Technology | 10.80 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 54.00 |
| Mid Cap | 21.00 |
| Small Cap | 24.00 |
| Cash | 1 |
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 2023. 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 23.
