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

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

It falls under the SMALL CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 3.55%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Alchemy Alpha Small Cap PMS Strategy or Investment Approach - PMS Details

Strategy Name

Alpha Small Cap

Start Date

06 December 2023

Category

SMALL CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Alok Agarwal

1 Yr. Return

3.55%

3 Yr. Return

NA

5 Yr. Return

NA

Alchemy Alpha Small Cap Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

30.39%

Top 5 Sectors%

41.38%

Portfolio Age

1 Yrs, 4 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Alchemy Alpha Small Cap 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 Alpha Small Cap PMS Investment Approach - Portfolio Composition

Large Cap

0.00%

Mid Cap

12.10%

Small Cap

45.67%

Cash & Equivalent

1.09%

Check out Business Opportunities with Similar Brands

Alchemy Alpha Small Cap Portfolio Strategy - Top 5 Sectors

Financial Services

6.26%

Services

6.00%

Healthcare

11.31%

Information Technology

6.27%

Consumer Durables

11.54%

Customer ratings and reviews of Alchemy Alpha Small Cap PMS Strategy

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