Premium Access PMS

Alchemy Ascent

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category PMS
Company Alchemy Capital Management Pvt Ltd
Fund Managers Hiren Ved
Benchmark BSE 500 TRI
Share: f x in w

About Company

Alchemy Capital Management Pvt Ltd

Alchemy Group, a leading investment management firm in India, has been operating successfully since 2002. Founded by four seasoned equity market professionals, each with more than 30 years of experience, the group boasts a strong foundation. Under the leadership of its Chief Investment Officer, Hiren Ved, the team, which has collaborated for over two decades, has fostered a culture of excellence and established an institutional pedigree focused on consistently delivering superior performance to its clients. The Alchemy Group currently manages assets worth USD 1.2 billion. Alchemy is led by Co-Founder Hiren Ved, who also serves as the Director & CIO. With a strong continuity in investment philosophy and strategy, Hiren and the Alchemy team have cultivated a culture of performance excellence. This has been instrumental in maintaining a consistent track record in their investment strategy. Alchemy boasts a comprehensive network of relationships developed over decades. This network provides the team with valuable insights into stocks, sectors, businesses, and potential investment opportunities, ensuring they remain ahead of market trends.

Fund Snapshot

Investment Objective

To generate long-term risk-adjusted returns

Fund Manager

Alok Agarwal

Co-Fund Manager

Deven Ved

Types of securities

Equity

Benchmark

BSE 500 TRI

Choice of benchmark

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

Allocation of Portfolio

Up to 100% in equity (cash portion may be deployed in liquid funds/debt securities).

Portfolio Construct

A typical Portfolio generally consists of to 35 stocks across sectors.

Investment horizon

3 to 5 years

Risk associated

High Risk

 

INVESTMENT PHILOSOPHY

  • We believe that consistent and superior long-term absolute returns can be made across market cycles by investing in growth companies with good management teams.
  • We like businesses that address large and growing external opportunities, have a competitive advantage in effectively exploiting those opportunities and have a scalable business model with a higher-than-average Return on Capital Employed (ROCE) over the investment horizon.
  • We believe that management teams are key to business success. We look for managements that have aggression and are aligned to business outcomes while simultaneously having respect for governance and capital allocation.
  • While growth companies form the core of the portfolio, we also tactically invest in deep value opportunities and special situations that may appear due to and during market cycles.

 

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

Equity stocks are chosen for investment on the basis of 3 factors:

1. The company fundamentals, as reflected in reported numbers

2. Investment strategy research regarding various market cycles and

3. Risk & Reward ratios

Cash or cash equivalents are chosen when an appropriate equity opportunity is not available

 

Turn strategy into success with AltPort’s evidence-based investing approach.

 

Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

Alchemy Ascent

Benchmark: BSE 500 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

Alchemy Capital Management Pvt Ltd

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹233.50 -10.33 -9.04 -6.85 -10.12 -9.60 10.87 3.39 8.66 11.31
Benchmark NA -11.37 -13.94 -9.62 -3.12 1.32 12.89 9.27 11.76 14.55
Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Hiren Ved

Hiren Ved

Hiren Ved, an equity market veteran, serves as the Director & CIO at Alchemy Capital Management where he has been leading the firm’s Asset Management business. With over 30 years of experience in the Indian equities market, Hiren has developed a sustainable long-term investment philosophy based on fundamental research. He is known for his deep sector knowledge, bottom-up research skills and stock picking abilities. He holds a graduate degree in Accounting from Mumbai University and a post-graduation in Management & Cost Accounting from The Institute of Cost Accountants of India.

Section: Help & Support
Frequently Asked Questions

Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.

1. What is the investment objective of the AltPort PMS strategy? +

The objective of the AltPort PMS strategy is to generate long-term risk-adjusted returns by investing primarily in equities. The strategy focuses on identifying growth-oriented businesses with strong fundamentals, scalable models, and efficient capital allocation practices that can perform consistently across different market cycles.

2. Who manages the AltPort PMS portfolio? +

The strategy is managed by Alok Agarwal with Deven Ved serving as the Co-Fund Manager. The portfolio management process combines quantitative analysis, market cycle research, and fundamental investing principles to build a diversified equity portfolio.

3. What type of companies does the strategy prefer investing in? +

The strategy primarily looks for growth companies operating in large and expanding markets. Preference is given to businesses with strong competitive advantages, scalable operations, healthy Return on Capital Employed (ROCE), and management teams that demonstrate both business aggression and sound corporate governance practices.

4. How are stocks selected for the portfolio? +

Stocks are selected based on three key parameters: company fundamentals, market cycle research, and risk-reward ratios. The strategy evaluates reported financial performance, growth potential, volatility trends, and valuation opportunities before including companies in the portfolio. Cash or debt instruments may also be used temporarily when suitable equity opportunities are limited.

5. What is the typical portfolio structure of the strategy? +

The portfolio generally consists of around 35 stocks diversified across sectors. The strategy can allocate up to 100% of the portfolio to equities, while the remaining cash portion may be parked in liquid funds or debt securities for liquidity management and tactical allocation purposes.

6. Who should consider investing in this PMS strategy? +

This strategy is suitable for investors with a high-risk appetite and a long-term investment horizon of three to five years. Since the portfolio focuses heavily on growth-oriented equities and tactical opportunities, investors should be comfortable with market volatility while aiming for long-term wealth creation.

Section: Contact Us
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.