Affluense AI AFFLUENSE

Smart Alpha 250

Alchemy Capital Management
PMS Mid & Large Cap
Benchmark
S&P BSE 500 TRI
Inception Date
10 August 2023
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

The investment strategy is rooted in a rigorous analysis of fundamental company data, derived from official financial disclosures. Our research encompasses an in-depth understanding of diverse market cycles, alongside a meticulous evaluation of potential returns relative to associated risks. The portfolio primarily targets large-cap and mid-cap equities.

Investment Objective

To achieve sustained, risk-mitigated returns over extended periods.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 1.39% -0.24% 1.63%
3 MONTHS 8.05% 5.02% 3.03%
6 MONTHS -2.90% 1.63% -4.53%
1 YEAR -3.42% 7.63% -11.05%
2 YEAR 12.75% 11.64% 1.11%
SINCE INCEPTION 20.31% 15.93% 4.38%

Calendar Year Performance

Year Return
CY 2025 -3.42%
CY 2024 31.65%

Financial Year Performance

Year Return
FY 26_YTD 17.99%
FY 24_YTD 28.80%
FY 25 3.32%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Alok Agarwal

Fund Manager

With over two decades of industry experience, Alok brings extensive expertise in finance and capital markets, particularly in equity analysis and portfolio management. His prior roles include serving at PGIM India AMC, where he was responsible for managing their flagship fund and leading the Offshore Equity Desk. Alok's professional journey also encompasses engagements with Deutsche Asset Management, KR Choksey Shares & Securities, E-nxt Financials Ltd, and Pinnacle Academy. He holds an M.Com and MS (Finance) degrees, alongside professional qualifications including CA, CFA, and CMT.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Ge Vernova Tnd India Ltd 6.62%
  • Multi Commodity Exchange of India Ltd 6.41%
  • Hitachi Energy India Ltd 5.98%
  • Hindustan Copper Ltd 5.11%
  • National Aluminium Company Ltd 4.96%

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
29.08%
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
2 Yrs, 4 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 15%

Exit Load

Year 1: 1%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)