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Alchemy Alpha 100 PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Alchemy Alpha 100 PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the LARGE 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 -2.81%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Alchemy Alpha 100 PMS Strategy or Investment Approach - PMS Details

Strategy Name

Alpha 100

Start Date

16 August 2023

Category

LARGE CAP

Benchmark

Nifty 50

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Alok Agarwal

1 Yr. Return

-2.81%

3 Yr. Return

NA

5 Yr. Return

NA

Alchemy Alpha 100 Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

34.98%

Top 5 Sectors%

52.97%

Portfolio Age

1 Yrs, 8 Months

SIP

NA

STP

NA

Average Market Cap

Rs.435102.18 Cr.

Alchemy Alpha 100 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 100 PMS Investment Approach - Portfolio Composition

Large Cap

50.92%

Mid Cap

6.21%

Small Cap

0.00%

Cash & Equivalent

1.22%

Check out Business Opportunities with Similar Brands

Alchemy Alpha 100 Portfolio Strategy - Top 5 Sectors

Financial Services

28.01%

Telecommunication

7.39%

Automobile and Auto Components

6.80%

Information Technology

6.43%

Metal & Mining

4.34%

Customer ratings and reviews of Alchemy Alpha 100 PMS Strategy

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