PMS

Alchemy Ascent PMS

Multi Cap · Portfolio Management Services

Alchemy Ascent PMS is a PMS (Portfolio Management Services) strategy, in the multi cap category. It is managed by Mr. Alok Agarwal & Mr. Deven Ved. It has returned +14.07% over 1 year, +8.50% over 3 years, +7.26% over 5 years, as reported by the fund manager. It manages about ₹233.38 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+4.39%Benchmark -0.09%
3 months
+6.96%Benchmark +3.86%
6 months
+8.65%Benchmark +1.43%
1 year
+14.07%Benchmark +4.72%
2 years
-10.27%Benchmark -0.11%
3 years
+8.50%Benchmark +12.09%
5 years
+7.26%Benchmark +10.91%
Since inception
+13.68%Benchmark +15.84%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr. Alok Agarwal & Mr. Deven Ved
Category: Multi Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹233.38 Cr
Inception: 03 September 2019
Minimum investment: ₹50 lakh
Holding: %
Cash & Equivalent: 24.00
Information Technology: 22.00
Financials: 30.00
Industrials: 13.00
Health Care: 9.00

Common questions

What are the returns of Alchemy Ascent PMS?

Alchemy Ascent PMS has returned +4.39% (1 month), +6.96% (3 months), +8.65% (6 months), +14.07% (1 year), -10.27% (2 years), +8.50% (3 years), +7.26% (5 years), +13.68% (Since inception). Periods over one year are annualised.

What is the minimum investment for Alchemy Ascent PMS?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages Alchemy Ascent PMS?

The fund manager is Mr. Alok Agarwal & Mr. Deven Ved.