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ALCHEMY W.I.N STRATEGY

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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

Fund Attribute Details
Strategy Name Alchemy W.I.N Strategy
Asset Manager Alchemy Capital Management Private Limited
Structure Type Portfolio Management Service (PMS) – Discretionary
Regulatory Authority Securities and Exchange Board of India (SEBI)
Inception Date October 31, 2023
Fund Manager Alok Agarwal
Minimum Investment ₹50 Lakhs (Statutory minimum for Indian PMS platforms)
Primary Benchmark S&P BSE 500 TRI
Investment Style Multi-cap / Flexi-cap Growth at a Reasonable Price (GARP)
Risk Classification High Risk

Strategy Overview

The Alchemy W.I.N Strategy is an open-ended, benchmark-agnostic portfolio management setup designed to capture long-term structural alpha across the Indian equity landscape. It operates as a multi-cap framework, allowing the fund management team full operational freedom to allocate assets dynamically across Large-cap, Mid-cap, and Small-cap companies.

The strategy is built to target companies passing strong corporate "inflection points," where an expanding business scale matches highly attractive entry valuations. Instead of tracking the exact sectoral weights of the BSE 500 index, the strategy functions with independent flexibility, holding an optimized mix of diversified stock ideas to ensure that performance tracks business growth patterns rather than index momentum.

Investment Philosophy

The investment committee governs the Alchemy W.I.N strategy by combining strict bottom-up corporate research with quantitative evaluation rules under three key frameworks:

I. The GARP (Growth at a Reasonable Price) Anchor

The underlying strategy rejects chasing overvalued stock momentum or buying speculative "cheap value" traps. Instead, it relies heavily on the GARP methodology. The system requires that any target company demonstrate expanding earnings power, strong operating leverage, and clear market share gains, but its market entry price must offer an acceptable valuation range relative to its forward growth trajectory.

II. Multi-Cap Asset Scaling

The strategy shifts capital seamlessly across market capitalization lines depending on prevailing macroeconomic setups. When broad small and mid-cap spaces display excessive valuation friction or liquidity drawdowns, the fund shifts to stable, large-cap market leaders to cushion the portfolio. Up to 100% of the capital can be deployed into public equities, with short-term cash reserves used tactically during macro market adjustments.

III. Comprehensive Business Moat Filters

Before any business enters the active portfolio, it undergoes a deep forensic audit targeting three distinct quality gates:

  • Structural Financial Metrics: Verifying clean corporate accounting, low levels of financial debt, strong Return on Capital Employed (ROCE), and consistent conversion of operating earnings into free cash flow.

  • Management & Aggression: Prioritizing shareholder-friendly management structures that exhibit strong execution capabilities and transparent capital allocation tracks.

  • On-Ground Scuttlebutt: Engaging with industry networks, suppliers, and competitors to validate the company's real-world market advantages before confirming an investment position.

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 W.I.N STRATEGY

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 ₹111.74 -9.67 -4.68 5.84 22.32 0.47 NA NA NA 11.32
Benchmark NA -11.37 -13.94 -9.62 -3.12 1.32 NA NA NA 9.26
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 core objective of the Alchemy W.I.N Strategy? +

The strategy aims to deliver sustainable, long-term absolute returns that outperform multi-cap benchmarks across different market phases. It achieves this by maintaining a long-biased, flexible portfolio of high-conviction listed equities that benefit from India's structural economic growth.

2. Who is the primary fund manager overseeing this strategy? +

The portfolio is managed by Alok Agarwal, a seasoned finance professional with over two decades of institutional experience spanning equity research and portfolio management. Prior to managing systematic and active mandates at Alchemy, he directed flagship public equity strategies and led the offshore investment desk at PGIM India Asset Management.

3. What is the statutory entry barrier required to open an account? +

In strict compliance with the framework established by the Securities and Exchange Board of India (SEBI) for all domestic discretionary Portfolio Management Services, the minimum initial capital commitment required to invest in the strategy is ₹50 Lakhs. This baseline allocation can be funded via cash or by delivering an equivalent basket of pre-existing listed blue-chip shares.

4. How does the fund handle diversification and portfolio construction? +

The framework focuses on balanced diversification to limit extreme single-stock volatility while allowing individual winners to drive meaningful performance gains. It selects investments from a well-vetted universe of public companies that have passed fundamental quality metrics, maintaining a multi-sector portfolio that is managed flexibly across large, mid, and small-cap segments.

5. What is the recommended holding horizon for this product? +

Because the underlying GARP framework requires adequate time for corporate earnings cycles to compound and bridge valuation gaps, this strategy is optimized exclusively for long-term allocators. A minimum investment timeline of 3 to 5 years is recommended to navigate standard capital market cycles and unlock the strategy's true absolute return potential.

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.