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

The Alchemy Ascent 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 an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of -16.28%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Alchemy Ascent PMS Strategy or Investment Approach - PMS Details

Strategy Name

Ascent

Start Date

03 September 2019

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Rs.447.02 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Alok Agarwal

1 Yr. Return

-16.28%

3 Yr. Return

8.45%

5 Yr. Return

23.02%

Alchemy Ascent Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

36

Top 5 Stocks%

39.09%

Top 5 Sectors%

83.22%

Portfolio Age

5 Yrs, 7 Months

SIP

NA

STP

NA

Average Market Cap

Rs.199710 Cr.

Alchemy Ascent 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 Ascent PMS Investment Approach - Portfolio Composition

Large Cap

38.50%

Mid Cap

28.11%

Small Cap

22.86%

Cash & Equivalent

10.53%

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Alchemy Ascent Portfolio Strategy - Top 5 Sectors

Financial Services

41.56%

Healthcare

21.97%

Consumer Services

5.71%

Automobile and Auto Components

8.07%

Fast Moving Consumer Goods

5.91%

Customer ratings and reviews of Alchemy Ascent PMS Strategy

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