Portfolio Management Services
Alchemy Smart Alpha 250
Large & Mid Cap Strategy
Alchemy Smart Alpha 250 is a predominantly large and mid-cap PMS strategy that applies the eQGP framework — evaluating companies on environment, quality, growth, and price. It combines the analytical rigour of quantitative methods with the judgment of active fund management and aims to generate long term risk adjusted returns.
Strategy Snapshot
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Category
Equity Diversified
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Investment Universe
Predominantly Large Cap & Mid Cap
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Management Style
Active + Quant
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Structure
Separate Managed Account
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Benchmark - Primary
BSE 500 TRI
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Launch Date
10th August, 2023
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Indicative Tenure
3-5 Years
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Minimum Investment
INR 50 Lakhs
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Risk Appetite
High Risk
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Portfolio Allocation
Upto 100% in Equity
All product/investment approaches attract various kinds of risks. Please read the relevant Disclosure Document/Client Agreement carefully before investing.
Why Alchemy Smart Alpha 250 ?
Aims to combine the stability of large caps with the growth potential of midcaps which can deliver high alpha with relatively lower volatility.
Built on the proprietary eQGP framework that integrates environment, quality, growth, and price signals into investment decisions.
Adapts portfolio stance based on market conditions, becoming aggressive in risk-on phases and defensive in risk-off environments.
A systematic process ranks and selects the top 25 opportunities from a defined universe, ensuring consistency and objectivity.
Fund Manager
Alok Agarwal
Deputy Chief Investment Officer (CIO)
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 2022 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.
What is Alchemy Smart Alpha 250?
Alchemy Smart Alpha 250 is predominantly a large & midcap focussed Strategy which endeavours to provide a consistent alpha over the long term, using an objective, back-tested, and data-driven approach devoid of any biases.
How do I sign up for a PMS account with Alchemy Capital?
You can fill out the form on www.alchemycapital.com. Our representatives will connect with you and guide you through the process.
How do I access my PMS account?
You can access your PMS account by logging into Alchemy's client portal on our website, or through Alchemy's Mobile Application, 'Alchemy Capital Management', available on Android Play Store and Apple App Store.
Is Portfolio Management Services (PMS) regulated?
Yes. Portfolio Management Services (PMS) in India are regulated by the Securities and Exchange Board of India (SEBI) under the SEBI (Portfolio Managers) Regulations, 2020, as amended from time to time.
Only entities registered with SEBI as Portfolio Managers are permitted to offer PMS in India.
Explore Alchemy Smart Alpha 250
Explore how Alchemy Smart Alpha 250 can fit into your long-term allocation framework.
