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.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 0.00% | - | 0.00% | 100% |
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 | 0.60% | -8.70% | -5.10% | 24.10% | 21.70% | 14.00% | 13.00% | 10.90% | 21.10% |
| BSE 500 TRI | 0.10% | -4.40% | 7.90% | 27.00% | 20.00% | 16.80% | 19.60% | 14.00% | 17.40% |
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 | Alok Agarwal | 08 May 2002 | 22Y 7M | 910 | BSE 500 TRI | 21.10% | 25 | 10 |
| 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 | 12.72% | -12.72% | 100% | 0.00% | 0.00% | 100.00 % | ||||
| Nifty 500 | 6.77% | -6.77% | 0.00% | 100.00 % | ||||||
| Nifty Midcap 100 | -3.03% | 3.03% | 0.00% | 0.00 % | ||||||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| BHARAT ELECTRONICS LTD | 7.58 |
| SOBHA LTD | 6.73 |
| PRESTIGE ESTATES PROJECTS LTD | 6.70 |
| SUZLON ENERGY LTD | 5.46 |
| NATCO PHARMA LTD | 4.87 |
| TVS MOTOR COMPANY LTD | 4.86 |
| JSW ENERGY LTD | 4.80 |
| HINDUSTAN AERONAUTICS LTD | 4.24 |
| KAYNES TECHNOLOGY INDIA LTD | 4.11 |
| ZOMATO LTD | 4.07 |
Sector Allocation
| Holding | % |
|---|---|
| Industrials | 30.69 |
| Real Estate | 16.94 |
| Consumer Discretionary | 12.81 |
| Health Care | 9.74 |
| Financials | 8.49 |
| Industrials | 30.69 |
| Real Estate | 16.94 |
| Consumer Discretionary | 12.81 |
| Health Care | 9.74 |
| Financials | 8.49 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 28 |
| Mid Cap | 37 |
| Small Cap | 33 |
| Cash | 2 |
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?
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Disclaimer
#Returns as of 30 Nov 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 May 02.
