To generate long-term returns by investing in equities and equity-related instruments, across all market capitalizations.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 17.95% | 1.02 | 18.87% | 65.51% |
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 | 2.84% | 5.66% | 12.02% | 23.22% | 5.25% | 19.91% | 14.55% | 12.33% | 20.41% |
| S&P BSE 500 TRI | -0.17% | -2.34% | -5.39% | -0.07% | 4.14% | 13.46% | 12.29% | 14.03% | 16.31% |
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 & Flexi Cap | Mr Alok Agarwal | 08 May 2002 | 24Y 2M | 820.08 | S&P BSE 500 TRI | 20.41% | 25 | 11 |
| 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 | 1.40% | 25.45% | 65.51% | 26.85% | 1.10 | 18.87% | 0.96 | 5.95% | 0.46 | 56.45 % |
| Nifty 500 | 0.44% | 25.16% | 25.60% | 1.07 | 4.77% | 0.44 | 54.70 % | |||
| Nifty Midcap 100 | -6.60% | 24.55% | 17.95% | 1.02 | -0.99% | -0.10 | 46.37 % | |||
| Nifty Smallcap 100 | 2.89% | 24.45% | 27.34% | 0.82 | 3.16% | 0.24 | 51.50 % | |||
| BSE 500 | 0.79% | 25.17% | 25.96% | 1.07 | 5.27% | 0.50 | 54.51 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| MULTI COMMODITY EXCHANGE OF INDIA LTD | 7.60 |
| VEDANTA LTD | 6.30 |
| HINDUSTAN ZINC LTD | 6.30 |
| HINDUSTAN COPPER LTD | 5.40 |
| NIPPON INDIA ETF GOLD BEES | 4.70 |
| NIPPON INDIA SILVER ETF | 4.60 |
| BSE LTD | 4.50 |
| JINDAL STEEL LTD | 4.40 |
| HEG LTD | 4.10 |
| MUTHOOT FINANCE LTD | 4.00 |
Sector Allocation
| Holding | % |
|---|---|
| Industrials | 11.35 |
| Real Estate | 16.00 |
| Consumer Discretionary | 0.16 |
| Financials | 38.11 |
| Information Technology | 11.00 |
| Financials | 40.10 |
| Industrials | 20.50 |
| Materials | 32.98 |
| Consumer Discretionary | 9.80 |
| Gold/Silver ETF | 5.00 |
| Health Care | 3.46 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 29 |
| Mid Cap | 31 |
| Small Cap | 30 |
| Cash | 8 |
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
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 31st May 2026. 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 26.
