Investment Objective
To generate long term risk adjusted returns.
Philosophy & Strategy
A High-Risk High Return oriented strategy which aims at generating long term alpha consistently by investing predominantly in small cap companies with Growth at Reasonable Price/Premium (GARP) being the investment philosophy assisted by rule-based algorithms.
Why Alchemy Alpha Smallcap?
Given the dynamic nature, and the niche and emerging sectors Smallcap companies are invested in, investors interested in specific sectors/themes and willing to bear the high risk can consider them. These stocks, however, over a period, may help investors navigate market cycles and volatility better.
Alchemy Alpha Small Cap is a rule-based algorithm driven strategy that is sector agnostic, based on data and researched processes. The strategy is designed with Alchemy’s quantitative framework that provides an edge by virtue of bringing an unbiased and disciplined approach to investing, which is one of the key factors for consistent alpha generation, giving a view of the emerging trends and ensuring a strategic investment selection process.
Watch the video to Know more about Alchemy Alpha Smallcap:
Terms at a Glance
-
CATEGORY - Equity Diversified
-
TYPE - Open ended
-
BENCHMARK - BSE 500 TRI
-
INDICATIVE TENURE OR INVESTMENT HORIZON - 3 – 5 years
-
FUND STYLE - Small cap
-
LAUNCH DATE - 6th Dec, 2023
-
MINIMUM INVESTMENT - INR 50 lakhs
-
OTHER TERMS
Equity stocks are chosen for investment based on following factors:
-
The company fundamentals, as reflected in reported numbers.
-
Investment strategy research regarding various market cycles
-
Risk & Reward ratios
Upto 100% in equity (cash portion may be deployed in liquid funds/ debt Securities).
Portfolio Construct: A typical Portfolio may generally consist maximum of 50 stocks across sectors.
As per APMI Circular APMI/ 2022-23/02 dated March 23, 2023.
Fund Manager – Alok Agarwal
Alok Agarwal has over two decades of experience in Indian equities and public markets, with a strong focus on equity research and fund management. He joined Alchemy in 2002 and brings a process-driven approach anchored in the eQGP (Environment–Quality–Growth–Price) framework. Prior to this, he managed flagship domestic and offshore mandates at PGIM India AMC and has also worked with Deutsche Asset Management, KR Choksey Shares & Securities, and E-nxt Financials Ltd. An avid marathoner, Alok is a CA, CFA, and CMT charterholder, and holds master’s degrees in commerce and finance.
Co-Fund Manager – Deven Ved
Deven has nearly two decades of diverse business experience in financial programming and modelling, program management, shareholder reporting, and consulting. In his previous role at HDFC Ergo General Insurance, he spearheaded the launch of an automated underwriting rule engine, enabling instantaneous policy issuance. Deven’s professional experience also includes working with financial institutions like Bharti AXA, Tata AIA Life and Deloitte Consulting. He is highly analytical in his approach and holds a Post Graduate Diploma in Actuarial Science and a Bachelor of Science degree in Statistics from St. Xavier’s College, Mumbai.
Performance
Data as of January 31, 2026 | *Inception Date: December 6, 2023
#Performance related information provided herein is not verified by SEBI | Returns are net of fees, expenses & taxes (if applicable). Returns less than 365 days: Absolute, greater than 365 days: CAGR (Computed using TWRR method). Past performance is not indicative of future performance. The above performance figures are aggregate of all discretionary clients; the investor’s actual portfolio may differ. Please refer the below link for viewing Performance relative to other portfolio managers: https://www.apmiindia.org/apmi/welcomeiaperformance.htm?action=PMSmenu
**Nifty Smallcap 250 TRI is more relevant benchmark for the strategy as the investable universe is bottom 750 out of 1000 stocks by market capitalization.
