PMS

Alchemy Smart Alpha 250 PMS

Thematic · Portfolio Management Services

Alchemy Smart Alpha 250 PMS is a PMS (Portfolio Management Services) strategy, in the thematic category. It is managed by Mr. Alok Agarwal. It has returned +18.36% over 1 year, +18.72% over 3 years, as reported by the fund manager. It manages about ₹763.16 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+2.23%Benchmark -0.09%
3 months
-1.62%Benchmark +3.86%
6 months
+5.86%Benchmark +1.43%
1 year
+18.36%Benchmark +4.72%
2 years
+0.34%Benchmark -0.11%
3 years
+18.72%Benchmark +12.09%
Since inception
+18.90%Benchmark +11.71%

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
Category: Thematic
Benchmark: S&P BSE 500 TRI
AUM: ₹763.16 Cr
Inception: 10 August 2023
Minimum investment: ₹50 lakh
Holding: %
Consumer Discretionary: 0.00
Industrials: 20.00
Financials: 42.60
Information Technology: 15.00
Health Care: 10.30

Common questions

What are the returns of Alchemy Smart Alpha 250 PMS?

Alchemy Smart Alpha 250 PMS has returned +2.23% (1 month), -1.62% (3 months), +5.86% (6 months), +18.36% (1 year), +0.34% (2 years), +18.72% (3 years), +18.90% (Since inception). Periods over one year are annualised.

What is the minimum investment for Alchemy Smart Alpha 250 PMS?

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

Who manages Alchemy Smart Alpha 250 PMS?

The fund manager is Mr. Alok Agarwal.