Portfolio Management Services
Alchemy Smart Alpha Micro & Small Cap
Micro & Small Cap Strategy
Alchemy Smart Alpha Micro & Small Cap is a high-conviction, data-driven strategy that identifies emerging businesses early in their growth journey. Focused on micro and small-cap companies, the strategy blends quantitative models with active research to uncover fundamentally strong businesses with scalable growth potential and credible management teams. Positioned to capture India’s long-term growth trajectory, the strategy aims to participate in companies evolving from micro to mid and eventually large-cap, creating meaningful wealth over time.
Strategy Snapshot
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Category
Equity Diversified
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Structure
Open Ended
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Benchmark - Primary
BSE 500 TRI
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Benchmark - Secondary
NIFTY Small Cap 250 TRI
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Indicative Tenure
3-5 Years
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Fund Style
Micro & Small Cap
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Launch Date
6th December, 2023
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Minimum Investment
INR 50 Lakhs
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Risk Appetite
High Risk
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Number of Stocks
Maximum 50 Stocks
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Equity Allocation
Upto 100% in equity (Cash portion may be deployed in liquid funds/debt securities)
The basis for benchmark selection is in accordance with APMI Circular APMI/2022-23/02 dated March 23, 2023.
Alchemy Smart Alpha Small & Micro Cap
Why Alchemy Smart Alpha Micro & Small Cap ?
Captures businesses at an inflection point, participating in their journey from micro to mid and large-cap growth.
Auto-aligns to the given market positioning.
Combines data-driven screening with deep research to identify under-researched, high-potential companies.
eQGP – Our proprietary framework ensures consistent selection, diversification, and ongoing monitoring of opportunities.
Fund Managers
Alok Agarwal
Deputy Chief Investment Officer (CIO)
Alok Agarwal brings over 22 years of experience in equity fund management. Prior to joining Alchemy in 2022, he led flagship and offshore equity strategies at PGIM India AMC. His earlier experience includes Deutsche Asset Management, KR Choksey Securities, Tata Group and Pinnacle Academy. He holds CA, CFA and CMT certifications, along with a Master's degree in Commerce and Finance.
What is Alchemy Smart Alpha Micro and Small Cap?
Alchemy Smart Alpha Micro and Small Cap Strategy aims to uncover the hidden gems within India's dynamic small and micro cap market, where growth opportunities may abound for discerning investors. A unique Quant + Active style meticulously researches and analyses companies with strong fundamentals, compelling growth prospects, and solid management teams.
Note: Until May 29, 2025, the Investment Approach name was Alchemy Smart Alpha Small & Microcap.
How do I sign up for a PMS account with Alchemy Capital?
You can fill out the form on www.alchemycapital.com. Our representatives will connect with you and guide you through the process.
How do I access my PMS account?
You can access your PMS account by logging into Alchemy's client portal on our website, or through Alchemy's Mobile Application, 'Alchemy Capital Management', available on android play store and Apple App Store.
Is Portfolio Management Services (PMS) regulated?
Yes. Portfolio Management Services (PMS) in India are regulated by the Securities and Exchange Board of India (SEBI) under the SEBI (Portfolio Managers) Regulations, 2020, as amended from time to time.
Only entities registered with SEBI as Portfolio Managers are permitted to offer PMS in India.
What is the process to close my PMS account?
We would be sad to see you go. However, if you do decide to close your PMS account, please follow the process below:
(a)Send an email with the "Transaction Slip for Full redemption", via Funds or Stock transfer from the client's registered email ID with Alchemy Capital.
(b) POA revocation, closure of the Demat account and Bank account. (if any)
(c) In case of NRIs, we will need additional documents such as PIS cancellation & Closure of trading account.
- Requests received by Alchemy Capital by 5:30 PM will be processed on T+1 Day, and requests received after 5:30 PM will be processed on T+2 Day.
- We will acknowledge the receipt and notify the Fund Manager to initiate liquidation of your portfolio. If you have requested a stock transfer, we will ask you for the CML/CMR of your demat account where you would like to transfer your securities.
- Your portfolio will be liquidated/transferred out within a few working days.
- We will compute fees and charges as applicable and debit them from your account.
- Sale proceeds and any cash balances will be remitted to your bank account registered with Alchemy Capital. - We will confirm the account closure and remittance of funds over email.
Note - For the detailed process, please contact the Client Servicing team.
Explore Alchemy Smart Alpha Micro & Small Cap
Explore how Alchemy Smart Alpha Micro & Small Cap can fit into your long-term allocation framework.
