What is the ALCHEMY Ascent Strategy and how has it performed?

ALCHEMY Ascent is a Portfolio Management Service (PMS) strategy launched on 03 September 2019, benchmarked against the BSE 500 TRI index. The strategy aims to benefit from the long-term compounding effect by investing in good businesses run by experienced management teams, with a primary focus on large-cap equity and equity-related instruments across the full market capitalisation spectrum. The strategy is managed by Alok Agarwal and reported a 6-month M2M return of 0.09% against a benchmark return of 6.3% as of 30 September, 2026. The minimum investment for this PMS strategy is ₹50 lakh as per SEBI regulations.

ALCHEMY Ascent Strategy Details

1. The strategy emphasizes a High-Risk High Return approach, where both capital allocation and stock selection play crucial roles in achieving long-term returns. 2. The investment approach is research-driven and data-intensive, focusing on identifying companies based on multiple parameters such as growth, valuation, quality earnings, and balance sheet health. 3. The goal of this strategy is to generate long-term returns by investing in companies that meet the specified criteria, ensuring a thorough analysis of their financial health and potential for growth.

Performance Summary

3 Months returns

Performance M2M -5.4%

Index Benchmark (BSE 500 TRI) 6.3%

Top 5 Sectors Weightage

Financials 20.5%
Materials 20.9%
Consumer Disc. 16.9%
Industrials 15.6%
Health care 10.7%
others 15.4%

Know About Fund Managers

Alok Agarwal

Alok Agarwal, with over 22 years of experience, specializes in equity fund management. He joined Alchemy in 2022, having previously led flagship funds and the offshore equity desk at PGIM India AMC. He has also worked with Deutsche AMC, KR Choksey Securities, TATA group and pinnacle academy. An Avid marathoner, Alok holds CA, CFA & CMT Certifications, and masters in commerce and finance.

FAQ

Frequently asked questions about ALCHEMY Ascent

What is the benchmark and inception date of ALCHEMY Ascent?

ALCHEMY Ascent was launched on 03 September 2019 and is benchmarked against the BSE 500 TRI index. The strategy is one of ALCHEMY longer-running PMS strategies, with over two decades of track record as a Portfolio Management Service.

Who manages the ALCHEMY Ascent PMS strategy?

ALCHEMY Ascent is managed by Alok Agarwal Alok Agarwal, with over 22 years of experience, specializes in equity fund management. He joined Alchemy in 2022, having previously led flagship funds and the offshore equity desk at PGIM India AMC. He has also worked with Deutsche AMC, KR Choksey Securities, TATA group and pinnacle academy. An Avid marathoner, Alok holds CA, CFA & CMT Certifications, and masters in commerce and finance..

What sectors does ALCHEMY Ascent invest in?

As of 30 September, 2026, the ALCHEMY Ascent portfolio is allocated primarily across Financials (20.5%), Materials (20.9%), Consumer Disc. (16.9%), Industrials (15.6%), and Health care (10.7%), with the remaining 15.4% across other sectors. The strategy primarily invests in large-cap equities but retains flexibility to invest across the full market capitalisation spectrum.

What is the minimum investment for ALCHEMY Ascent PMS?

As per SEBI regulations, the minimum investment for Portfolio Management Services (PMS) in India is ₹50 lakh per investor. This threshold applies to all PMS strategies including ALCHEMY Ascent. The minimum investment amount is subject to change based on SEBI regulatory notifications.

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