Alchemy High Growth PMS


Key Portfolio Attributes

Mr. Hiren Ved

Inception Date: 8 May 2002

Number of Stocks: 18-20

Co-Founder & CIO: Mr. Hiren Ved

Portfolio Manager's Name: Amit Nadekar

Portfolio Manager's Experience: Total Exp – 19 Years, With Alchemy – 13 Years

Portfolio Manager's Qualification: CA and MBA from Jamnalal Bajaj Institute of Management Studies.

Investment Objective

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.

Investment Philosophy

Growth style investing that follows Growth at Reasonable Prices

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
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 *




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

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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 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.




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