Alchemy - Ascent
EQUITY MULTI CAP
A high-risk, high-return oriented strategy aiming for long-term returns where capital allocation is as important as stock selection.
+11.87%
3Y annualised returns
+13.46%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
03 Sep '19
Total AUM
₹332.21Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity93.0%
Cash6.0%
Equity market cap split
Small Cap42.0%
Large Cap28.0%
Mid Cap26.0%
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
AAAlok AgarwalFund ManagerView details
AA
Alok Agarwal
Fund Manager
View details
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
- PGIM India AMC
- Deutsche Asset Management
- KR Choksey Shares & Securities
- E-nxt Financials Ltd
Awards
- Holds multiple professional qualifications including CA, CFA, and CMT, in addition to an M.Com and MS in Finance.
DVDeven VedFund ManagerView details
DV
Deven Ved
Fund Manager
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About
Deven has over 17 years of diverse business experience in financial programming and modelling, program management, shareholder reporting and consulting. In his previous role at HDFC Ergo General Insurance he spearheaded the launch of automated underwriting rule engine, enabling instantaneous policy issuance. Deven’s professional experience also includes working with financial institutions like Bharti AXA, Tata AIA Life and Deloitte Consulting. He’s highly analytical in his approach and holds a Post Graduate Diploma in Actuarial Science and Bachelor of Science Degree in Statistics from St. Xaviers College, Mumbai
Experience
Over 17 years of diverse business experience in financial services.
Investment philosophy
Specializes in financial programming, modelling, and actuarial science-based analysis.
Previously worked at
- HDFC Ergo General Insurance
- Bharti AXA
- Tata AIA Life
- Deloitte Consulting
Awards
- Spearheaded the launch of an automated underwriting rule engine at HDFC Ergo. Holds a Post Graduate Diploma in Actuarial Science and a BSc in Statistics.
PMS house
Alchemy Capital Management Pvt Ltd
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