PMS · Equity · Large Cap
Alchemy Alpha 100
Fund size₹23 Cr
Alpha (3Y)2.88%
3Y return12.45%
Fund age3 yrs
Fund Managers
Alok Agarwal
Head - Quant And Fund Manager, Alchemy
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
Managing AUM₹1,814 Cr
Deven Ved
Co-fm, Alchemy
Deven has over 17 years of diverse business experience in financial programming and modelling, program management, shareholder reporting and consulting. In his previous role at HDFC Ergo General Insurance he spearheaded the launch of automated underwriting rule engine, enabling instantaneous policy issuance. Deven’s professional experience also includes working with financial institutions like Bharti AXA, Tata AIA Life and Deloitte Consulting. He’s highly analytical in his approach and holds a Post Graduate Diploma in Actuarial Science and Bachelor of Science Degree in Statistics from St. Xaviers College, Mumbai
Managing AUM₹257 Cr
Growth of₹Cr
Alchemy Alpha 100
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Alchemy Alpha 100 | 1.55% | 12.01% | −1.31% | 12.45% | — | 12.40% |
| NIFTY 50 TRI | −7.00% | −0.35% | −1.19% | 9.00% | — | 8.55% |
| Excess over benchmark | 8.55% | 12.36% | −0.12% | 3.45% | — | 3.85% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
17.57%
Benchmark approx 13.26%
A standard deviation reflecting historical swings.
Sensitivity
1.20
Beta vs benchmark 1.00 · 20% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.46
Sharpe
Excess return gained per unit of volatility.
Capture ratio
125 / 114
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −26.54% from its 29 Sep 2024 peak to a 07 Apr 2025 trough. It has not yet recovered.
Max drawdowns
−26.54%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 29 Sep 2024 | 07 Apr 2025 | −26.54% | 190 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |
Scheme
Peak29 Sep 2024
Trough07 Apr 2025
Depth−26.54%
Fell over190 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Avg market cap
₹2.83 L Cr
Asset class
Equity
Market cap
Large cap99.00%
Mid cap
Small cap
Cash & others
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