Alchemy Select Satellite - (PMS)

Investment Objective

To generate long term risk adjusted returns.

Philosophy & Strategy

A High-Risk High Return oriented strategy which aims at generating long term alpha consistently by investing in Multicap portfolio with GARP being the investment philosophy.

Why Alchemy Select Satellite?

Alchemy Select Satellite is a market cap and benchmark agnostic strategy with a reasonable risk-reward which aims to create value by investing in high growth potential companies.

Terms at a Glance

• CATEGORY - Equity Diversified
• TYPE - Open ended
• BENCHMARK - BSE 500 TRI
• INDICATIVE TENURE OR INVESTMENT HORIZON - 3 – 5 years
• FUND STYLE - Multi-cap growth
• LAUNCH DATE - 30th Nov, 2023
• MINIMUM INVESTMENT - INR 50 lakhs
• OTHER TERMS
  Description of types of Securities

  Equity

  Basis of selection of types of Securities as part of the Product/Investment Approach

  Equity stocks are chosen for investment based on following factors:

  The company fundamentals, as reflected in reported numbers.

  • Investment strategy research regarding various market cycles
  • Risk & Reward ratios
  • Sector Agnostic
  • Multi Cap

  Allocation of Portfolio across types of Securities

  Upto 100% in equity (cash portion may be deployed in liquid funds/ debt Securities).

  Portfolio Construct: A typical Portfolio may generally consist maximum of 20 stocks across sectors.

  Basis for choice of benchmark

  As per APMI Circular APMI/ 2022-23/02 dated March 23, 2023.

  Risk associated 

  High Risk

  Other salient features, if any

  NA

Fund Manager – Alok Agarwal

Alok Agarwal, with over 22 years experience, specializes in equity fund management. He joined Alchemy in 2022, having previously led flagship funds and the offshore equity desk at PGIM India AMC. He has also worked with Deutsche Asset Management, KR Choksey Securities, Tata Group and Pinnacle Academy. An avid marathoner, Alok holds CA, CFA and CMT certifications, and Master’s in Commerce and Finance.

Performance

Data as of October 31, 2024 | *Inception Date: November 30, 2023

# Performance related information provided herein is not verified by SEBI | Returns are net of fees, expenses, and taxes (if applicable). | Returns less than 365 days: Absolute. | Past Performance is not indicative of future performance. | The above performance figures are aggregate of all discretionary clients; the investor's actual portfolio may differ. | Please refer the link for viewing Performance relative to other portfolio managers: https://www.apmiindia.org/apmi/welcomeiaperformance.htm?action=PMSmenu