Alchemy Select Satellite – PMS

  • Investment Objective, Philosophy, & Strategy
  • Why Alchemy Select Satellite?
  • Terms at a Glance
  • Fund Manager
  • Performance

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 in Flexicap portfolio with GARP being the investment philosophy.

Why Alchemy Select Satellite?

Alchemy Select Satellite is a market cap and benchmark agnostic strategy with a reasonable risk-reward which aims to create value by investing in high growth potential companies.

Terms at a Glance

  • CATEGORY - Equity Diversified
  • TYPE - Open ended
  • BENCHMARK - BSE 500 TRI
  • INDICATIVE TENURE OR INVESTMENT HORIZON - 3 – 5 years
  • FUND STYLE - Multi-cap growth
  • LAUNCH DATE - 30th Nov, 2023
  • MINIMUM INVESTMENT - INR 50 lakhs
  • OTHER TERMS

    Equity

    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
    • Sector Agnostic
    • Multi Cap

    Upto 100% in equity (cash portion may be deployed in liquid funds/ debt Securities).

    Portfolio Construct: A typical Portfolio may generally consist maximum of 20 stocks across sectors.

    As per APMI Circular APMI/ 2022-23/02 dated March 23, 2023.

    High Risk

    NA

 

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.

Performance

  1M 3M 6M 1Y Since Inception*
Portfolio Returns# 7.7% 15.5% 10.7% 32.3% 15.1%
BSE 500 TRI Returns -3.3% -2.6% 1.0% 7.7% 13.1%

Data as of January 31, 2026 | *Inception Date: November 30, 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