ALCHEMY High Growth

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About company

Alchemy Capital Management, established in 1999, is one of the leading providers of bespoke Portfolio Management Services in India. The SEBI-Registered firm caters to high-net-worth individuals, family offices and institutions. Pioneers in bottom-up stock picking approach, Alchemy places a strong emphasis on research and long-term investments. Guided by a disciplined investment approach, the company aims to deliver sustainable returns. With a legacy of over 20 years, Alchemy has built a reputation for trust, integrity, and expertise. Its stable and experienced team of investment professionals possesses deep industry knowledge, enabling the firm to adeptly navigate market cycles and trends.

Fund Snapshot

Year of Inception 2002
Number of Stocks 18-20
Investment Horizon Long Term
Fund Managers Mr. Alok Agarwal

Investment Objective

To achieve long-term returns by investing in equities and equity-related securities across all market capitalizations, with a preference for mid-cap stocks.

Investment Suitability

 

Suitable for an investor wishing to participate in India’s growth narrative through stocks

  • Seeking a portfolio with a high risk-high reward ratio
  • The ideal investment horizon is 3 to 5 years

Unique Feature

  • A long-term strategy for investing in listed businesses 
  • Constant evaluation Disciplined Investment 
  • Process Pioneers in Bottom Up stock selecting 
  • Capability to identify trends early
  • Long-term success rate since launch in 2002
  • A portfolio-specific strategy using specific clients’ needs

Founders and the Investment Group

  • Have over 100 years of cumulative Indian equity market experience. • Have an excellent market reputation based on integrity.
  • Hiren Ved, co-founder and CEO & CIO, brings extensive experience and uniformity in investment philosophy.
  • Maintain a stable and experienced team of investment professionals who have stayed with the firm and absorbed its investment philosophy.

Compliance and risk management are given top priority

  • Having an ethical code of conduct in fund management.
  • Having transparency in business, client service, and reporting.

Quality of clients

  • Sophisticated Institutional investors
  • Sovereign funds
  • Ultra HNIs (Limited universe of over 1000 exclusive families and includes eminent individuals across businesses, families, and professionals )

About the strategy

  • A multi-cap approach that allows for stock selection flexibility.
  • Diversified portfolio with a maximum of 25 stock ideas and the option of being overweight in certain stocks.
  • They ensure that at least 25% of the funds are allocated to large-cap companies.
  • A Mid-Cap-biased portfolio designed to capitalise on high growth due to business scale-up.
  • “Growth at a Reasonable Price” is the Alchemy Investment Philosophy. The growth investing philosophy is based on India’s high-growth economy with robust entrepreneurial values. Our objective is to discover and invest in growth companies through a combined effect of top-down and bottom-up fundamental research to create long-term wealth.
  • Invest for the long term: Alchemy High Growth primarily evaluates stocks from a long-term investment standpoint to reduce the impact of short-term volatility while also capturing a significant portion of the value accretion during the whole life cycle of a growth stock. Compounding is central to wealth creation. Our passion is to seed optimal investment ideas and observe them develop into realising full value; aside from a few specific securities, they do not trade in and out of investments to acquire short-term volatility.

About Fund Manager

Alok Agarwal, Head – Quant & Portfolio Manager

Alok Agarwal- ALCHEMY High Growth

Alok has over 21 years of experience in Finance and Markets, primarily in equity research and fund management. He has worked with PGIM India AMC, where he managed their flagship fund and headed their Offshore Equity Desk. Alok has also worked with Deutsche Asset Management, KR Choksey Shares & Securities, E-nxt Financials Ltd and Pinnacle Academy. He holds a degree of M.Com and MS (Finance) & has also completed CA, CFA & CMT.

Investment Philosophy

  • The strategy invests in equities through market capitalizations with a heavy mid-cap bias in order to produce long-term returns.
  • A diversified portfolio is one with a limit of 25 stock ideas and the potential to be overweight in those stocks.

Primary objective of this Alchemy-high-growth is aimed at generating risk-adjusted returns, with a long term target. The structure of this strategy is carefully crafted with assistance to fundamental objectives and data. Stating the parameters of investment, companies which have higher growth to that of cost of capital are chosen. Also, preference is for companies which have managed to keep a track record of consistent and continuous growth. Furthermore, on the basis of certain valuations, quality assessment and risk management is performed to carefully pick out the most valuable companies, which are likely to fetch in higher CARG.

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

Alchemy High Growth

AMC Name: Alchemy Capital Management Pvt ltd Inc Date: May 08,2002
Multi Cap
(PMS)
871 Strategy -2.6 6.8 21.5 50.0 16.1 18.4 10.6 14.1 20.4
S&P BSE 500 0.9 4.5 17.4 40.2 17.8 19.3 17.4 15.9 17.4

Alchemy High Growth Select Stock

AMC Name: Alchemy Capital Management Pvt ltd Inc Date: Dec 19,2008
Multi Cap
(PMS)
3,338 Strategy 2.2 6.4 20.6 51.1 15.8 22.9 15.8 18.9 20.4
S&P BSE 500 0.9 4.5 17.4 40.2 17.8 19.3 17.4 15.9 16.7

Alchemy Ascent

AMC Name: Alchemy Capital Management Pvt ltd Inc Date: Sept 03,2019
Multi Cap
(PMS)
401 Strategy 1.6 7.4 22.6 66.8 18.2 22.8 NA NA 21.9
BSE 200 0.9 4.5 17.4 40.2 17.8 19.3 NA NA 21.4

Alchemy Alpha 100

AMC Name: Alchemy Capital Management Pvt ltd Inc Date: Aug 16,2023
Large Cap
(PMS)
NA Strategy 3.00 8.40 22.30 NA NA NA NA NA 25.30
Nifty 50 TRI 1.60 2.90 14.10 NA NA NA NA NA 15.20

Alchemy Smart Alpha 250

AMC Name: Alchemy Capital Management Pvt ltd Inc Date: Aug 10,2023
Multi Cap
(PMS)
NA Strategy -0.90 5.20 23.50 NA NA NA NA NA 28.80
S&P BSE 500 TRI 0.90 4.50 17.40 NA NA NA NA NA 19.90

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.