Portfolio Management Services
Alchemy Smart Alpha Micro & Smallcap
Micro & Small Cap Strategy
Alchemy Smart Alpha Micro & Smallcap is a PMS strategy focused on the small and microcap companies, blending quantitative screening with active portfolio management. The strategy applies a data-driven approach to identify companies with strong fundamentals within this higher-growth, higher-volatility segment, with the objective of generating long-term risk-adjusted returns.
Strategy Snapshot
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Category
Equity Diversified
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Investment Universe
Micro & Small Cap
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Management Style
Active + Quant
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Structure
Separate Managed Account
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Benchmark - Primary
BSE 500 TRI
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Benchmark - Secondary
NIFTY Small Cap 250 TRI
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Launch Date
6th December, 2023
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Indicative Tenure
3-5 Years
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Minimum Investment
INR 50 Lakhs
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Risk Appetite
High Risk
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Portfolio Allocation
Upto 100% in Equity
All product/investment approaches attract various kinds of risks. Please read the relevant Disclosure Document/Client Agreement carefully before investing.
Why Alchemy Smart Alpha Micro & Smallcap ?
Aims to capture businesses at an inflection point, participating in their journey from micro to mid and large-cap growth.
Auto-aligns to the given market positioning.
Combines data-driven screening with deep research to identify under-researched, high-potential companies.
eQGP – Our proprietary framework ensures consistent selection, diversification, and ongoing monitoring of opportunities.
Fund Manager
Alok Agarwal
Deputy Chief Investment Officer (CIO)
Alok Agarwal has over two decades of experience in Indian equities and public markets, with a strong focus on equity research and fund management. He joined Alchemy in 2022 and brings a process-driven approach anchored in the eQGP (Environment–Quality–Growth–Price) framework. Prior to this, he managed flagship domestic and offshore mandates at PGIM India AMC and has also worked with Deutsche Asset Management, KR Choksey Shares & Securities, and E-nxt Financials Ltd. An avid marathoner, Alok is a CA, CFA, and CMT charterholder, and holds master’s degrees in commerce and finance.
What is Alchemy Smart Alpha Micro & Smallcap?
Alchemy Smart Alpha Micro & Smallcap Strategy aims to uncover the hidden gems within India's dynamic small and micro cap market, where growth opportunities may abound for discerning investors. A unique Quant + Active style meticulously researches and analyses companies with strong fundamentals, compelling growth prospects, and solid management teams.
Note: Until May 29, 2025, the Investment Approach name was Alchemy Smart Alpha Small & Microcap.
How do I sign up for a PMS account with Alchemy Capital?
You can fill out the form on www.alchemycapital.com. Our representatives will connect with you and guide you through the process.
How do I access my PMS account?
You can access your PMS account by logging into Alchemy's client portal on our website, or through Alchemy's Mobile Application, 'Alchemy Capital Management', available on Android Play Store and Apple App Store.
Is Portfolio Management Services (PMS) regulated?
Yes. Portfolio Management Services (PMS) in India are regulated by the Securities and Exchange Board of India (SEBI) under the SEBI (Portfolio Managers) Regulations, 2020, as amended from time to time.
Only entities registered with SEBI as Portfolio Managers are permitted to offer PMS in India.
Explore Alchemy Smart Alpha Micro & Smallcap
Explore how Alchemy Smart Alpha Micro & Smallcap can fit into your long-term allocation framework.
