Alchemy Smart Alpha 250 – PMS

  • Investment Objective, Philosophy, & Strategy
  • Why Alchemy Smart Alpha 250?
  • 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 consistent alpha by majority investing in large and mid cap companies using objective, back tested and data driven approach based on various parameters such as growth, valuation, quality earning and balance sheet health.

Why Alchemy Smart Alpha 250?

Alchemy Smart Alpha 250 is a unique strategy that combines Quant and Active portfolio management strategy. From being able to incorporate the acquired knowledge / wisdom of the fund manager from over the years to balancing the strategy with quantitative analysis - thus creating a pathway for potentially more favourable risk reward scenarios.

  • Largecap and Midcap universe accounts for 85% (as of June’23) of the total market capitalisation of all listed companies on NSE & BSE.
  • The return per unit of risk is maximum on 5 Year & 10 Year for S&P BSE 250 Large Midcap TRI (as of Apr’23).
  • The Large & Midcap Category Mutual Funds are unable to generate significant alpha over longer time frames.

Watch the video to Know more about Alchemy Smart Alpha 250:

Terms at a Glance

  • CATEGORY - Equity Diversified
  • TYPE - Open Ended
  • BENCHMARK - S&P BSE 500 TRI
  • INDICATIVE TENURE OR INVESTMENT HORIZON - 3 – 5 years
  • FUND STYLE - Predominantly Largecap & Midcap
  • LAUNCH DATE - 10th August, 2023
  • MINIMUM INVESTMENT - INR 50 lakhs
  • OTHER TERMS

    Equity

    Equity stocks are chosen for investment on the basis of following factors:

    1. The company fundamentals, as reflected in reported numbers.
    2. Investment strategy research regarding various market cycles
    3. Risk & Reward ratios
    4. Predominantly large & mid cap focussed

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

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

    High Risk

    • General Risk: Please refer “Risk Factors” as specified in Clause 6 of the Disclosure document.
    • Specific risks: The Portfolio Manager doesn’t envisage any specific risks in addition to General Risk factors.

    NA

Fund Manager - Alok Agarwal

Alok has over 22 years of experience in Finance and Markets, primarily in equity research and fund management. He 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.

Performance

  1M 3M 6M Since Inception*
Portfolio Returns# 6.1% 22.2% 28.5% 57.4%
S&P BSE 500 TRI Returns 7.1% 11.7% 16.7% 33.4%
S&P BSE 250 LargeMidCap TRI** Returns 6.8% 10.9% 16.2% 32.2%

Data as of June 30, 2024 | *Inception Date: August 10, 2023

# Performance related information provided herein is not verified by SEBI | Returns are net of fees, expenses, and taxes (if applicable). | Returns less than 365 days: Absolute. | 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 link for viewing Performance relative to other portfolio managers: https://www.apmiindia.org/apmi/welcomeiaperformance.htm?action=PMSmenu

**S&P BSE Large Midcap 250 TRI is more relevant benchmark for the strategy as the investable universe is top 250 stocks by market capitalization.

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