Alchemy Alpha Small cap

EQUITY SMALL CAP

To generate long term risk adjusted returns.

+10.67%

1Y annualised returns

+3.64%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

06 Dec '23

Total AUM

₹8.73Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity99.0%

Cash1.0%

Equity market cap split

Small Cap77.0%

Mid Cap22.0%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

1.00%

PMS management

AA
Alok Agarwal
Fund Manager
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About

Alok has over 21 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

Experience

Over 21 years of experience in finance and financial markets.

Investment philosophy

Equity research and fund management.

Previously worked at