Alchemy Capital Management Launches Alchemy Smart Alpha 250 Fund
Mumbai, January 23, 2025: Alchemy Capital Management announces the launch of its latest Category III AIF offering, Alchemy Smart Alpha 250 Fund (Fund). This Fund aims to deliver long-term capital appreciation through a meticulously designed strategy, predominantly focusing on listed large and mid-cap investments. With a minimum investment size of INR 1 crore, the Fund is open to Resident Indians, NRIs, Accredited Investors, HNIs, Hindu Undivided Family (HUF), Banks, Bodies Corporate, Partnership Firms, and Trusts. The Fund combines quantitative and active investment management styles, underpinned by Alchemy’s proprietary eQGP framework (Environment, Quality, Growth, Price).
Key highlights of Alchemy Smart Alpha 250 Fund
• Type of Investment Securities: Predominantly listed large and mid-cap equity instruments.
• Diversified Large and Mid-cap Focus: An optimal blend of large caps for stability during market volatility and mid-caps for superior growth potential, aiming to deliver high alpha with lower volatility.
• Track Record of PMS strategy - Alchemy Smart Alpha 250: Since inception# , the strategy has delivered a CAGR of 40.8%* compared to the benchmark BSE 500 TRI returns of 22.3%.
(Data as on December 31, 2024 | #August 10, 2023 | Note:* Performance-related information provided herein is not verified by SEBI | Past performance is not indicative of future performance. Returns are net of fees, expenses, and taxes (if applicable).)
• Proprietary eQGP Framework: The eQGP framework evaluates the strength of the companies and market strength based on metrics of Environment, Quality, Growth, Price, constructing a portfolio of approximately 25 high-conviction stocks dynamically rebalanced to adapt to market conditions.
• Fund Manager Expertise: Managed by Alok Agarwal, leveraging decades of expertise in portfolio management and strategic investment.
Speaking about the launch of Alchemy Smart Alpha 250 Fund, Hiren Ved, Director & CIO said, “Alchemy Smart Alpha 250 Fund seeks to capitalise on great alpha opportunities based on an unbiased assessment of fundamental factors, along with an equally strong risk management framework to deliver consistent returns and alpha. Its strength lies in the process rather than focus on individual stocks.”
Alok Agarwal, Head – Quant & Fund Manager, pointed out that, “Alchemy Smart Alpha 250 Fund is based on Alchemy Smart Alpha 250 - PMS strategy, which has established a strong track record since its inception. With rigorous back-testing and real-time evaluations, the Fund adapts to changing market cycles in its endeavour to generate superior risk-adjusted returns.”
With over two decades of experience in navigating dynamic markets, Alchemy remains committed to exploring new avenues for wealth creation through innovative product offerings. Alchemy Smart Alpha 250 Fund is an extension of our PMS strategy, designed to offer investors the same disciplined approach with enhanced flexibility and accessibility through the AIF structure.
About Alchemy Capital Management
Alchemy Capital Management is one of the pioneers in providing Portfolio Management Services in India since 2002. Registered with the Securities and Exchange Board of India (SEBI) under registration number INP000000365, the company is headquartered in Mumbai.
For more details, write to us at media@alchemycapital.com.
Please Note: Alchemy Smart Alpha 250 Fund is available for investment through private placement and is not open to the general public.