What is the hurdle rate of Alpha Small Cap?

The hurdle rate of Alpha Small Cap is 10.00% or 8.00%.

What is the fixed fee charged in Alpha Small Cap ?

The fixed fee charged in Alpha Small Cap is 2.50%.

What is the variable fee charged in Alpha Small Cap ?

The variable fee charged in Alpha Small Cap is 1.50% or 0.00%.

What is the profit sharing in Alpha Small Cap ?

The profit sharing in Alpha Small Cap is 20% Profit Sharing over 10% or 8% Hurdle.

What is the minimum investment in Alpha Small Cap ?

The minimum investment in Alpha Small Cap is ₹50 Lacs

What type of scheme is Alpha Small Cap?

Alpha Small Cap is an Equity scheme. It falls in the Small Cap category.

What is the inception date of Alpha Small Cap?

The inception date of Alpha Small Cap is Dec 06, 2023.

Alpha Small Cap

Alchemy Capital Management
Small Cap

5
Out of 21*
Compare
Share

Portfolio age1 year, 7 months

4.61%

3.68%

Hurdle Rate**10.00% or 8.00%

Fixed fee2.50%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 30/06/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (0.93%)

Allocation by Market Cap

Small Cap (38.12%)

Mid Cap (19.01%)

Large Cap (0%)

Sector Holdings

Services11.11%
Healthcare11.01%
Fast Moving Consumer Goods9.84%
Financial Services7.02%
Information Technology6.43%

Stock Holdings

Nippon Life India Asset Management Limited7.02%
Zensar Technologies Ltd.6.67%
Zensar Technologies Ltd6.43%
Narayana Hrudayalaya Limited6.3%
Welspun Corp Limited6.07%

PORTFOLIO MANAGERS

Alok Agarwal

Manager Rank Out of 15
i
Rank is based on 3-year return
Schemes Managed2
Total AUMUndisclosed
Highest Return In 1 Yr8.45%

Profile

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

Other Schemes

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