Multicap Approach / maximum about 25 stocks / minimum 25% in Large-Cap / midcap bias to take advantage of scale-up of Business / growth companies best equipped to take advantage of emerging opportunities / long-term approach to wealth creation
Alchemy High Growth Diversified aims at generating long term returns by investing in equities and equity related instruments across market capitalizations, with a Mid cap bias
Returns as on 2025-12-31
| 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% |
| 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% |
| 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 Manager
Alok has over 21 years of experience in Finance and Markets, primarily in equity research and fund management. He worked with PGIM India AMC, where he managed their flagship fund and headed their Offshore Equity Desk. Alok has also worked with Deutsche Asset Management, KR Choksey Shares & Securities, E-nxt Financials Ltd and Pinnacle Academy. He holds a degree of M.Com and MS (Finance) & has also completed CA, CFA & CMT
AMC: 2.5%
AMC: 1.5%
Hurdle: 10%
Profit Sharing: 15%
Year 1: 1%
Year 2: 0%
Year 3: 0%
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.
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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
