Alchemy Smart Alpha 250 Fund – AIF CAT-III

  • Investment Objective
  • Terms at a Glance
  • Fund Manager

Objective

Alchemy Smart Alpha 250 Fund aims to deliver long-term capital appreciation through a meticulously designed strategy, predominately focusing on listed large and mid-cap investments.

The investment objective of the Fund is to carry on the activities of a Category III AIF as permissible under the Regulations and generate long term capital appreciation by investing in opportunities such as:

(i) investing a minimum of 65% of the NAV of the Fund in listed equity instruments of large & mid cap Portfolio companies in India.

(ii) a maximum of 10% of the NAV in IPO opportunities or any other instruments permitted under Applicable Laws.

  • Concentrated portfolio; generally, may consist of 25 stock ideas.
  • The investment methodology eQGP (Environment, Quality, Growth, Price) framework assesses the strength of both the market and the company, and then creates a portfolio relevant to that level of strength in the market.

Terms at a Glance

  • RISK APPETITE - High Risk
  • ELIGIBLE INVESTORS - Resident Indians, NRI ,HNI, Hindu Undivided Family (HUF), Banks, Bodies Corporate, Partnership Firm, Accredited Investors, & Trusts
  • FUND STYLE - Predominantly large & mid cap focused
  • MINIMUM INVESTMENT - Minimum INR 1 crore
  • SUGGESTED TIME HORIZON - 3-5 years

 

Fund Manager – Alok Agarwal

Alok Agarwal, with over 22 years experience, specializes in equity fund management. He joined Alchemy in 2022, having previously led flagship funds and the offshore equity desk at PGIM India AMC. He has also worked with Deutsche Asset Management, KR Choksey Securities, Tata Group and Pinnacle Academy. An avid marathoner, Alok holds CA, CFA and CMT certifications, and Master’s in Commerce and Finance.