Alchemy High Growth – (PMS)

  • Investment Objective
  • Why Alchemy High Growth?
  • Terms at a Glance
  • Fund Manager
  • Opportunities galore in India

Investment Objective

The objective is to generate superior returns over the long run by investing in public listed growth companies.

Why Alchemy High Growth?

  • India is one of the fastest growing economies with an entrepreneurial pool to exploit opportunities.
  • “Top-Down” and “Bottom-Up” approach to stock picking with focus on superior risk-reward.
  • The High Growth strategy has outperformed its benchmark in 11 of the total 13 calendar years since 2002
  • Has created consistent wealth for investors. An initial investment of Rs.1 crore in 2002 has grown to Rs. 36.5 Cr as on 31st Dec 2018.
  • A typical portfolio consists of 20-25 stocks; a minimum of 25% exposure in large-caps, less than 20% in small-cap, and the balance for mid-cap, giving enough flexibility to position the portfolio based on external opportunities and maintaining fair risk-reward.

Terms at a Glance

  • CATEGORY - Equity Diversified
  • TYPE - Open ended
  • BENCHMARK - S&P BSE 500
  • SUGGESTED TIME HORIZON - 3 – 5 years
  • FUND STYLE - Multi-cap growth
  • LAUNCH DATE - 8th May, 2002
  • MINIMUM INVESTMENT - Rs.50 lakhs

 

Fund Manager – Amit Nadekar

A Chartered Accountant by profession, Mr. Nadekar has worked across equity research, corporate strategy, taxation and audit over the last one and a half decades. He started his career on the sell side, tracking the US banking & financial sector; later moving on to the corporate side as a part of the Corporate Strategy team at Raymond. He has been a part of the Alchemy investment team since 2005.

Opportunities galore in India

  • India ranks 6th in the world in terms of nominal GDP and 3rd in terms of purchasing power parity
  • GDP projected at USD 6 trillion by the next decade – Study by Morgan Stanley
  • India’s encouraging demographics; more than 50 percent of its population is below the age of 25
  • India more resilient vis-à-vis other countries because of high domestic consumption.
  • Recent structural reforms in key areas
  • Domestic investor allocations to equities expected to be robust and potentially expected to outdo FPI’s over the next few years.