Alpha 100

Alchemy Capital Management
PMS Large Cap
Benchmark
Nifty 50 TRI
Inception Date
16 August 2023
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

The investment approach is underpinned by a robust analysis of fundamental company performance, derived from audited financial disclosures. This is complemented by in-depth research into market cycle dynamics and their impact on investment outcomes. The strategy meticulously evaluates risk-reward profiles, with a primary emphasis on large-capitalization equities.

Investment Objective

To achieve sustained risk-adjusted returns over the long horizon.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 1.00% -0.28% 1.28%
3 MONTHS 8.26% 6.33% 1.93%
6 MONTHS 3.29% 2.92% 0.37%
1 YEAR 8.76% 11.88% -3.12%
2 YEAR 10.01% 10.97% -0.96%
SINCE INCEPTION 15.16% 14.51% 0.65%

Calendar Year Performance

Year Return
CY 2025 8.76%
CY 2024 11.29%

Financial Year Performance

Year Return
FY 26_YTD 15.95%
FY 24_YTD 25.30%
FY 25 -3.88%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Alok Agarwal

Fund Manager

With over two decades of industry experience, Alok brings extensive expertise in finance and capital markets, particularly in equity analysis and portfolio management. His prior roles include serving at PGIM India AMC, where he was responsible for managing their flagship fund and leading the Offshore Equity Desk. Alok's professional journey also encompasses engagements with Deutsche Asset Management, KR Choksey Shares & Securities, E-nxt Financials Ltd, and Pinnacle Academy. He holds an M.Com and MS (Finance) degrees, alongside professional qualifications including CA, CFA, and CMT.

Deven Ved

Co Fund Manager

With more than 17 years of comprehensive experience, Deven possesses a strong background in financial programming and modeling, program management, shareholder reporting, and consulting. In his prior capacity at HDFC Ergo General Insurance, he led the successful implementation of an automated underwriting rule engine, which facilitated immediate policy issuance. Deven's professional journey encompasses engagements with prominent financial entities such as Bharti AXA, Tata AIA Life, and Deloitte Consulting. His analytical acumen is further complemented by a Post Graduate Diploma in Actuarial Science and a Bachelor of Science in Statistics from St. Xavier's College, Mumbai.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Shriram Finance Ltd 7.95%
  • Titan Company Ltd 6.84%
  • JSW Steel Ltd 6.61%
  • Mahindra and Mahindra Ltd 6.49%
  • Bharti Airtel Ltd 6.34%

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
34.23%
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
2 Yrs, 4 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

Year 1: 1%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)