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Alpha Small Cap
Alpha Small Cap

Alpha Small Cap

  • Alchemy Capital Management
  • Small Cap
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PMS Bazaar
Portfolio age2 years, 9 months
-0.84%
2.19%
Hurdle Rate**10.00% or 8.00%
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

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
  • Welspun Corp Ltd7.37%
  • Syrma SGS Technology Ltd6.4%
  • Jb Chemicals And Pharmaceuticals Ltd5.86%
  • Usha Martin Ltd5.72%
  • Granules India Ltd.5.6%

PORTFOLIO MANAGERS

Alok Agarwal
  • Manager Rank Out of 0
    i
    Rank is based on 3-year return
  • Schemes Managed0
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-Infinity%
Profile

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

Other Schemes
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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
8.13
(As on Jul, 2026)
Inception Date
Dec 06, 2023
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

FEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50% or 0.00%
Hurdle Rate
10.00% or 8.00%
Profit Sharing
20% Profit Sharing over 10% or 8% Hurdle
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INVESTMENT PHILOSOPHY

Objective

To generate long term risk adjusted returns.

Investment Approach

To generate long term risk adjusted returns.

Calculators

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PEER ANALYSIS

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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Alchemy Capital Management
Alchemy Capital Management manages assets worth Rs 7653.36 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

7,653.36 (As on Jul, 2026)

Number of Schemes

0
Schemes From This AMC
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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Alpha Small Cap?
The hurdle rate of Alpha Small Cap is 10.00% or 8.00%.
What is the fixed fee charged in Alpha Small Cap ?
The fixed fee charged in Alpha Small Cap is 2.50%.
What is the variable fee charged in Alpha Small Cap ?
The variable fee charged in Alpha Small Cap is 1.50% or 0.00%.
What is the profit sharing in Alpha Small Cap ?
The profit sharing in Alpha Small Cap is 20% Profit Sharing over 10% or 8% Hurdle.
What is the minimum investment in Alpha Small Cap ?
The minimum investment in Alpha Small Cap is ₹50 Lacs
What type of scheme is Alpha Small Cap?
Alpha Small Cap is an Equity scheme. It falls in the Small Cap category.
What is the inception date of Alpha Small Cap?
The inception date of Alpha Small Cap is Dec 06, 2023.
What is the exit load of Alpha Small Cap?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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