Portfolio Management Services
Alchemy Smart Alpha 250
Large & Mid Cap Strategy
Alchemy Smart Alpha 250 seeks to generate long-term risk-adjusted returns through a disciplined, data-driven investment framework focused on large and midcap companies. Designed as a high-risk, high-return strategy, it combines growth potential with stability by balancing market leaders and emerging businesses. Built on an objective, back-tested approach, the strategy focuses on consistent alpha generation through a structured framework that integrates signals from growth, quality, valuation, and the market environment.
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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Indicative Tenure
3-5 Years
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Fund Style
Predominantly Large Cap & Mid Cap
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Launch Date
10th August, 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
Upto 25 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 250
Why Alchemy Smart Alpha 250 ?
Aims to combine the stability of large caps with the growth potential of midcaps to deliver high alpha with relatively lower volatility.
Built on the proprietary eQGP framework that integrates environment, quality, growth, and price signals into investment decisions.
Adapts portfolio stance based on market conditions, becoming aggressive in risk-on phases and defensive in risk-off environments.
A systematic process ranks and selects the top 25 opportunities from a defined universe, ensuring consistency and objectivity.
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 250?
Alchemy Smart Alpha 250 is predominantly a large & midcap focussed Strategy which endeavours to provide a consistent alpha over the long term, using an objective, back-tested, and data-driven approach devoid of any biases.
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 250
Explore how Alchemy Smart Alpha 250 can fit into your long-term allocation framework.
