Portfolio Management Services
Alchemy Alpha Small Cap
Small Cap Strategy
Alchemy Alpha Small Cap is a rule-based, algorithm-driven strategy designed to generate long-term risk-adjusted returns by investing in small-cap companies. Positioned as a high-risk, high-return strategy, it focuses on identifying scalable businesses. Built on an objective, backtested approach, the strategy aims to deliver consistent alpha by combining growth, valuation, quality, and market-cycle insights while eliminating behavioural biases from the investment process.
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
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Indicative Tenure
3-5 Years
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Fund Style
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 Alpha Small Cap
Why Alchemy Alpha Small Cap ?
Aims to deliver long-term outperformance through a structured, rule-based investment approach.
Back-tested models remove emotional biases and ensure disciplined, objective decision-making.
Algorithm-based quant investment approach.
Invests across sectors to capture opportunities wherever they arise.
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.
Deven Ved
Co-Fund Manager, Quant
Deven Ved brings over 17 years of experience in financial modelling, actuarial science and analytics. In his previous role at HDFC Ergo General Insurance, he led the launch of an automated underwriting rule engine. His earlier experience includes Bharti AXA, Tata AIA Life and Deloitte Consulting. He holds a Post Graduate Diploma in Actuarial Science and a Bachelor's degree in Statistics from St. Xavier's College, Mumbai.
What is Alchemy Alpha Small Cap?
Alchemy Alpha Small Cap is a rule-based, algorithm-driven strategy that is sector agnostic, based on data and researched processes. A High-Risk High Return oriented strategy which aims at generating long term alpha consistently by investing in small-cap companies.
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 Alpha Small Cap
Explore how Alchemy Alpha Small Cap can fit into your long-term allocation framework.
