Affluense AI AFFLUENSE

High Growth

Alchemy Capital Management
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
8 May 2002
Min. Investment
₹50,00,000
AUM (Cr.)
₹744.00
SIP Available
No
STP Available
Yes

Investment Strategy

Investment Approach

The investment strategy employs a diversified multicap allocation, typically holding between 15 to 25 distinct securities. A minimum of 25% of the portfolio is allocated to large-capitalization equities. The investment horizon favors mid-cap companies exhibiting strong scaling potential. Emphasis is placed on identifying growth-oriented businesses that are strategically positioned to capitalize on emergent market prospects. This approach is designed for long-term wealth accumulation.

Investment Objective

Alchemy High Growth Diversified seeks to achieve sustained capital appreciation over the long term through strategic allocation to equities and equity-linked securities. The fund's investment strategy maintains a particular emphasis on mid-capitalization companies while also considering opportunities across the entire market capitalization spectrum.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 2.47% -0.24% 2.71%
3 MONTHS 10.85% 5.02% 5.83%
6 MONTHS 4.41% 1.63% 2.78%
1 YEAR 7.00% 7.63% -0.63%
2 YEAR 11.88% 11.64% 0.24%
3 YEAR 18.09% 16.40% 1.69%
5 YEAR 14.75% 16.80% -2.05%
SINCE INCEPTION 20.35% 16.88% 3.47%

Calendar Year Performance

Year Return
CY 2009 59.39%
CY 2008 -55.96%
CY 2007 77.92%
CY 2006 41.68%
CY 2005 96.52%
CY 2004 42.66%
CY 2003 132.82%
CY 2002 4.80%
CY 2025 7.00%
CY 2024 17.02%
CY 2023 31.56%
CY 2022 -7.71%
CY 2021 30.84%
CY 2020 -0.47%
CY 2019 -0.83%
CY 2018 -8.18%
CY 2017 45.15%
CY 2016 7.43%
CY 2015 5.59%
CY 2014 57.45%
CY 2013 -0.83%
CY 2012 54.15%
CY 2011 -21.38%
CY 2010 17.57%

Financial Year Performance

Year Return
FY 26_YTD 31.12%
FY 09 -40.05%
FY 08 16.28%
FY 07 16.66%
FY 06 116.31%
FY 05 89.00%
FY 04 140.14%
FY 03 -11.80%
FY 25 -11.26%
FY 24 49.98%
FY 23 -10.09%
FY 22 23.09%
FY 21 45.48%
FY 20 -31.41%
FY 19 0.34%
FY 18 14.55%
FY 17 37.18%
FY 16 -3.86%
FY 15 49.94%
FY 14 20.83%
FY 13 12.06%
FY 12 5.70%
FY 11 3.57%
FY 10 73.62%

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.

Portfolio Details

Portfolio Composition

Large Cap
13.64%
Mid Cap
46.67%
Small Cap
28.48%
Cash & Equivalent
1.42%

Top 5 Holdings

  • Multi Commodity Exchange of India Ltd 6.47%
  • Cartrade Tech Limited 5.88%
  • Vedanta Limited 5.33%
  • Hindustan Copper Ltd. 4.80%
  • Bse Ltd. 4.07%

Top 5 Sectors

  • Financial Services 37.00%
  • Metals & Mining 16.91%
  • Capital Goods 9.96%
  • Consumer Services 8.97%
  • Construction Materials 4.98%

Portfolio Characteristics

total number of stocks
48
top 5 stocks percent
26.55%
top 5 sectors percent
77.82%
average market cap
N/A
portfolio age
23 Yrs, 7 Months
sip
Not Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 15%

Exit Load

Year 1: 1%

Year 2: 0%

Year 3: 0%

Interested in ?

Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.

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)