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Alchemy - Ascent
Alchemy - Ascent

Alchemy - Ascent

  • Alchemy Capital Management
  • MULTI CAP
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Portfolio age6 years, 3 months
-0.75%
2.09%
Hurdle Rate**10.00% 8.00% or 0%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/09/2024)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (2.13%)
Allocation by Market Cap
Small Cap (20.79%)
Mid Cap (36.2%)
Large Cap (40.8%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
627.04
(As on Sep, 2024)
Inception Date
Sep 03, 2019
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50% or 0.00%
Hurdle Rate
10.00% 8.00% or 0%
Profit Sharing
15% above the 10% Hurdle or 20% above the 8% Hurdle or15% profit sharing
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bt_logoINVESTMENT PHILOSOPHY

Objective

Unbiased approach towards each stock, Greed/Fear/Hope are mitigated by having objective method for investment.Focus on Discipline & Data to generate CAGR, Ability to scan over 2000 stocks daily to find a winner,Average cash level is ~ 10%,Focused unbiased active portfolio management

Investment Approach

Portfolio on an average holds 25 -30 stocks.Market Capitalization Cut-off: INR 4,000 Crores, Quality Filters, Negative Marking for Unfavorable factors such as Balance Sheet ratios, Daily change in Rank / Score of Individual Stock (Using Fundamental Data) , Draw-Down / CAGR nonperformer. Operational risk minimized using automation of processes

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
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Strategic Opportunities Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 259
Fixed Fee
No Option
Scheme Return
7.96%
Benchmark Return
0.96%
Turtle Wealth - 212 Wealth Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 259
Fixed Fee
2.00%
Scheme Return
4.25%
Benchmark Return
0.96%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹146.61 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 259
Fixed Fee
2.50%
Scheme Return
3.81%
Benchmark Return
0.96%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 259
Fixed Fee
2.50%
Scheme Return
3.35%
Benchmark Return
0.96%
Flexicap Fundamental Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 259
Fixed Fee
2.50%
Scheme Return
3.3%
Benchmark Return
0.96%
AlfAccurate Advisors - AAA Focus Plan
AUM (₹ Cr)
₹12.43 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 259
Fixed Fee
2.50%
Scheme Return
3.11%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Alchemy Capital Management
Alchemy Capital Management manages assets worth Rs 7153.63 crores. Its current offering of PMS schemes includes 2 Small Cap schemes.

AUM (₹ cr)

7,153.63 (As on Nov, 2025)

Number of Schemes

2
Schemes From This AMC
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Smart Alpha Small & Micro Cap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00% 8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
11 Out of 28
Fixed Fee
2.50%
Scheme Return
-2.48%
Benchmark Return
0.96%
Alpha Small Cap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
12 Out of 28
Fixed Fee
2.50%
Scheme Return
-2.58%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Alchemy - Ascent?
The hurdle rate of Alchemy - Ascent is 10.00% 8.00% or 0%.
What is the fixed fee charged in Alchemy - Ascent ?
The fixed fee charged in Alchemy - Ascent is 2.50%.
What is the variable fee charged in Alchemy - Ascent ?
The variable fee charged in Alchemy - Ascent is 1.50% or 0.00%.
What is the profit sharing in Alchemy - Ascent ?
The profit sharing in Alchemy - Ascent is 15% above the 10% Hurdle or 20% above the 8% Hurdle or15% profit sharing.
What is the minimum investment in Alchemy - Ascent ?
The minimum investment in Alchemy - Ascent is ₹50 Lacs
What type of scheme is Alchemy - Ascent?
Alchemy - Ascent is an Equity scheme. It falls in the MULTI CAP category.
What is the inception date of Alchemy - Ascent?
The inception date of Alchemy - Ascent is Sep 03, 2019.
What is the exit load of Alchemy - Ascent?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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