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) |
|---|---|---|---|
| -10.74% | 0.58 | 12.74% | 66.13% |
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 | -0.8% | -8.4% | -7.5% | -4.9% | 6.7% | 5.5% | 1.7% | 11.6% | 19.4% |
| BSE 500 | -2.9% | -9.1% | -5.5% | 1.5% | 9.2% | 16.4% | 9.5% | 12.4% | 15.2% |
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 10M | 912 | BSE 500 | 19.4% | 20-25 | 7 |
| 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 | -3.09% | -8.96% | 66.13% | -12.05% | 0.57 | 12.74% | -0.89 | 4.87% | 0.38 | 54.44 % |
| Nifty 500 | -3.30% | -7.44% | -10.74% | 0.58 | 3.91% | 0.35 | 53.63 % | |||
| Nifty Midcap 100 | -7.56% | -3.66% | -11.22% | 0.45 | 1.79% | 0.15 | 50.00 % | |||
| Nifty Smallcap 100 | 2.64% | 3.44% | 6.08% | 0.47 | 3.20% | 0.22 | 51.75 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| ICICI BANK LTD | 8.41 |
| HDFC BANK LTD | 7.20 |
| PRAJ INDUSTRIES LTD | 5.96 |
| AXIS BANK LTD | 5.13 |
| LARSEN & TOUBRO LTD | 4.97 |
| MARUTI SUZUKI INDIA LTD | 4.85 |
| FEDERAL BANK LTD | 4.79 |
| HINDUSTAN AERONAUTICS LTD | 4.67 |
| EICHER MOTORS LTD | 4.53 |
| SUNDARAM FASTENERS LTD | 4.18 |
| Top 10 Equity Holdings | 54.68 |
Sector Allocation
| Holding | % |
|---|---|
| Financials | 31.70 |
| Consumer Discretionary | 21.50 |
| Industrials | 18.40 |
| Materials | 17.70 |
| Information Technology | 4.20 |
| Energy | 1.20 |
| Health Care | 0.10 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 48.2 |
| Mid Cap | 32.1 |
| Small Cap | 9.6 |
| Cash | 10.1 |
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
Which is the best company through which an investor can invest in Alchemy High Growth?
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 28 Feb 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 Dec 22.
