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Alchemy Smart Alpha 250

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

Parameter AIF (Category III) Structure
Minimum Investment ₹10,000,000 (₹1 Crore)
Benchmark BSE 250 LargeMidCap TRI
Fund Manager Alok Agarwal
Fixed Management Fee 2.00% to 2.50% p.a. (scaled by investment size)
Performance/Variable Fee Varies based on selected share class
Hurdle Rate Standard hurdle terms apply
Exit Load 1% if exited within 12 months; NIL after

Investment Philosophy

Alchemy Capital follows a structured, research-driven investment philosophy focused on long-term wealth creation through equities:

  • Growth at Reasonable Price (GARP) Core philosophy combines growth investing with valuation discipline—identifying high-quality businesses available at reasonable valuations. 
  • Bottom-Up Stock Selection Primary focus is on company fundamentals, with stock picking driven by deep research rather than macro speculation. 
  • Blend of Top-Down & Bottom-Up Approach While stock selection is fundamental-led, macro trends and sector outlooks are also considered to enhance risk-reward balance. 
  • High-Conviction Portfolio Construction Portfolios are built with a limited number of carefully selected stocks, ensuring meaningful allocation to best ideas. 
  • Focus on Quality & Scalability Preference for companies with strong management, scalable business models, and sustainable competitive advantages. 
  • Long-Term Investment Horizon Emphasis on compounding wealth over time by staying invested through market cycles rather than chasing short-term trends. 
  • Disciplined Risk Management Continuous portfolio review, valuation checks, and timely exits when the investment thesis weakens. 
  • Consistency Across Market Cycles Objective is to deliver sustainable, risk-adjusted returns with a steady investment approach rather than opportunistic trading. 
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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 Smart Alpha 250

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 ₹731.99 -4.07 14.52 6.36 3.28 2.59 NA NA NA 19.07
Benchmark NA 1.73 12.10 -3.53 -1.96 1.52 NA NA NA 11.63
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.

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Section: Help & Support
Frequently Asked Questions

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

1. What is the core investment strategy of Alchemy Smart Alpha 250? +

The strategy focuses on generating long-term capital appreciation by investing in an optimal mix of Large-cap and Mid-cap companies. It restricts its investment universe to the top 250 stocks by market capitalization in India. By doing this, it aims to capture the stability of large-cap leaders to cushion against market volatility, while leveraging mid-caps for high growth potential. The final portfolio is highly concentrated and typically consists of just 25 high-conviction stock ideas.

2. What is the eQGP framework used by the fund? +

The fund utilizes a proprietary, data-driven framework called eQGP to score and select its top 25 stocks. The "E" stands for Environment, which evaluates macro factors like market liquidity and interest rates to determine whether to take an aggressive or defensive stance. "Q" stands for Quality, which assesses a company's financial health, capital efficiency, and management strength. "G" represents Growth, identifying businesses showing strong earnings momentum and structural tailwinds. Finally, "P" stands for Price, which analyzes stock price action and risk-reward dynamics to find optimal entry points.

3. What is the minimum investment required? +

The entry barrier depends entirely on which regulatory structure you choose to invest through. For the Portfolio Management Service (PMS) structure, the minimum initial investment required by SEBI regulations is ₹50 Lakhs. If you choose to invest through the Alternative Investment Fund (AIF Category III) structure, the minimum initial contribution increases to ₹1 Crore.

4. What are the fee structures and exit loads? +

The fund generally offers two primary fee options for its regular plans. The first is a Fixed Fee Option, which charges a standard annual management fee that typically ranges from 1.00% to 2.50% depending on the exact investment amount and plan. The second is a Performance Fee Option, which combines a lower fixed management fee with a profit-sharing model that typically charges a 15% performance fee above a 10% hurdle rate with a High Water Mark provision. If you choose to redeem your investment within the first 12 months, an exit load of 1.00% applies, but there is no exit charge after one year.

5. Who manages the fund and what is the ideal investment horizon? +

The fund is managed by Alok Agarwal, who has over two decades of experience in equity research and fund management across Indian public markets. Because equity markets experience natural cycles and this strategy balances growth with mid-cap exposure, the recommended investment horizon for this product is 3 to 5 years. It is classified as a high-risk product suitable for aggressive investors looking for active alpha generation.