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Alchemy High Growth PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Alchemy High Growth PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.820.08 Cr.

Over the last 1 year, it delivered a strong return of 23.22%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.

Alchemy High Growth PMS Strategy or Investment Approach - PMS Details

Strategy Name

High Growth

Start Date

08 May 2002

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.820.08 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Alok Agarwal

1 Yr. Return

23.22%

3 Yr. Return

19.91%

5 Yr. Return

14.55%

Alchemy High Growth Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

71

Top 5 Stocks%

30.52%

Top 5 Sectors%

88.01%

Portfolio Age

24 Yrs, 1 Months

SIP

NA

STP

Available

Average Market Cap

Not Disclosed

Alchemy High Growth PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.50% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Alchemy High Growth PMS Investment Approach - Portfolio Composition

Large Cap

38.00%

Mid Cap

14.13%

Small Cap

47.08%

Cash & Equivalent

0.79%

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Alchemy High Growth Portfolio Strategy - Top 5 Sectors

Financial Services

20.42%

Healthcare

16.21%

Capital Goods

19.52%

Chemicals

8.07%

Realty

16.40%

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