Alpha Small Cap

Alchemy Capital Management
SMALL CAP

4

Out of 20*
Compare
Share

Portfolio age 1 years, 3 months

-5.67%

-7.74%

Hurdle Rate** 10.00%

Fixed fee 2.50%

Min. Investment ₹50 Lac

*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 28/02/2025)

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

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Sector Holdings

Undisclosed

Stock Holdings

Blue Star Ltd 7.11%
Firstsource Solutions Ltd 6.24%
Aegis Logistics Ltd 5.79%
Nippon Life India Asset Management Ltd 5.78%
Cholamandalam Financial Holdings Ltd 5.63%

PORTFOLIO MANAGERS

Alok Agarwal

Manager Rank Out of 14
i
Rank is based on 3-year return
Schemes Managed 2
Total AUM Undisclosed
Highest Return In 1 Yr 2.62%

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

1M 3M 6M 1Y 3Y 5Y