Portfolio Management Services

Alchemy Capital Management Pvt Ltd.

Alchemy Capital Management Pvt Ltd. (Alchemy India) is registered as a Portfolio Manager with SEBI (Reg. No: INP000000365) & started its asset management business in 2002. The group (including Alchemy India’s Singapore subsidiary) has over 18 years of long- term track record.The group has a very stable and experienced team of investment professionals with experience of managing funds through bull and bear cycles. Currently, Alchemy India provides Discretionary, Non-Discretionary PMS and Investment Advisory services to Individuals, Corporate and Institutional clients.

Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr 1 Yr
Alchemy - High Growth
MULTI CAP
52.50%
13.40%
8.80%
9.80%
08 May, 2002
Alchemy - High Growth Select Stock
MULTI CAP
75.20%
23.50%
17.30%
15.80%
19 Dec, 2008
Alchemy - Leaders
LARGE CAP
53.80%
14.10%
12.40%
12.40%
21 Dec, 2006
Alchemy - Ascent
MULTI CAP
88.20%
30.80%
NA
NA
03 Sep, 2019

Our Portfolio Manager Can Help you

ASK Group

ASK Group is a renowned financial services group and a leading industry player in wealth and investment management, catering to some of the richest families in India. Started in 1983, known for strong research-based investment management,asset management, private equity, wealth advisory, and multi-family office businesses. The committed team passionate to manage one’s wealth while building an everlasting legacy,belief in building more with one’s wealth, using years of expertise, a disciplined approach and a set of values: Quality,Long-Term Focus,Knowledge and Research,Expertise, Risk Managed,Transparency.

Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr 1 Yr
ASK Indian Entrepreneurship Portfolio
MULTI CAP
65.17%
27.71%
22.84%
17.46%
25 Jan, 2010
ASK India Select Portfolio
MULTI CAP
54.49%
22.00%
20.10%
13.89%
04 Jan, 2010
ASK Growth Portfolio
MULTI CAP
63.86%
27.10%
21.88%
16.98%
29 Jan, 2001
ASK Financial Opportunities Portfolio
SECTOR FUND
69.04%
16.64%
19.03%
NA
26 Jul, 2018

Our Portfolio Manager Can Help you

Invesco Limited

Invesco Limited is an investment management firm delivering a world-class investment experience that helps investors get more out of it. Invesco Asset Management India Pvt Ltd With the decent average asset base stands at 15th largest Asset management company in India. Invesco Asset Management India Pvt Ltd wishes to serve the investment needs of domestic investors and global investors, individuals investors, corporate and institutions through portfolios management services. They have individually focused management teams to create optimum balance and desired results. Invesco Asset Management India Pvt Ltd is one of the world’s leading independent global investment management firm. Dedicated investment professionals located in 11 countries. Invesco Asset Management India Pvt Ltd equity investment philosophy is centered on generating capital appreciation for the investor. The primary goal is to provide capital appreciation, superior returns from the equity investments represented by a market index over the longer term horizon. Disciplined portfolio management approach with a combination of strong research and process will enable out performance of the market index over time.

Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr 1 Yr
Invesco - DAWN
MULTI CAP
56.36%
22.70%
14.86%
NA
28 Aug, 2017
Invesco - RISE
MULTI CAP
38.25%
29.42%
14.11%
13.69%
18 Apr, 2016
Invesco - Caterpillar
MID CAP
89.94%
38.25%
20.53%
13.58%
26 Jun, 2006

Our Portfolio Manager Can Help you

Marcellus

Marcellus purpose is to influence efficient capital allocation in the Indian economy, doing this by channeling household savings towards high quality companies with long track records of efficient capital allocation, who in turn deliver superior returns to savers. Quantitative frameworks which use a combination of forensic accounting and capital allocation assessment define investible universe. Experienced investment team through in-depth primary research constructs a portfolio of companies with deep competitive moats, then hold these companies for long term with low churn or no churn which allows to create long term compounding returns.

Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr 1 Yr
Marcellus - Consistent Compounders
MULTI CAP
57.42%
30.75%
NA
NA
01 Dec, 2018
Marcellus - Little Champs
SMALL CAP
58.22%
43.61%
NA
NA
29 Aug, 2019
Marcellus - Kings of Capital
THEMATIC
52.67%
NA
NA
NA
28 Jul, 2020

Our Portfolio Manager Can Help you

Motilal Oswal Group

Motilal Oswal Group possess legacy in equities for over Three decade, Motilal Oswal AMC is chaired by Mr. Raamdeo Agrawal, one of the most honored and trusted name in the investing world, One of the pioneers of PMS business with over 16 years of PMS track record, presence across the length and breadth of India and also overseas, do not believe in “timing the market”, rather believe in “spending time in market”, practise long-term Buy and Hold investing style, BUY RIGHT : SIT TIGHT, QGLP – Quality denotes quality of the business and management, Growth denotes growth in earnings and sustained ROE(Return on Equity), Longevity denotes longevity and competitive advantage or economic moat of the business, Price denotes approach of buying a good business for a fair price rather than buying a fair business for a good price.

Scheme Name Inception Date Latest AUM (In INR Crs) Expense Ratio NAV 1 Yr 3 Yr 5 Yr 7 Yr 10 Yr Since Inception
Motilal Oswal Equity Hybrid Fund-Reg(G)
14-Sep-18
427.27
2.44
14.80
27.24
14.22
Motilal Oswal Flexi Cap Fund-Reg(G)
28-Apr-14
11961.17
1.76
34.93
35.37
8.93
12.19
15.97
18.60
Motilal Oswal Focused 25 Fund-Reg(G)
13-May-13
1744.59
2.21
32.46
38.45
13.39
14.08
13.53
15.26
Motilal Oswal Large & Midcap Fund-Reg(G)
17-Oct-19
761.59
2.46
15.78
58.91
27.84
Motilal Oswal Midcap 30 Fund-Reg(G)
24-Feb-14
2150.93
2.10
38.04
51.25
11.26
11.28
15.12
19.49

Fund Managers

1.) Siddharth Bothra

2.) Abhiroop Mukherjee

3.) Aditya Khemani

4.) Niket Shah

Our Portfolio Manager Can Help you

Narnolia

Narnolia, is in their 23rd year of financial services, having traveled two decades of their journey from a leading financial intermediary of Eastern India to a name-to-reckon-with at the National and Global arena, with their satisfactory track-record. Narnolia has managed to develop one of the best of the products, systems, processes, and technology. Narnolia Financial Advisors Limited (NFAL) is SEBI registered Portfolio Manager with over 100 years of combined & unique experience and knowledge amongst its leadership. The sole aim of the company is to generate superior and consistent risk-adjusted returns using a process and data-driven multi-asset, multi-strategy framework while placing clients first.

Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr 1 Yr
Narnolia - Multicap Strategy
MULTI CAP
62.24%
35.01%
23.61%
19.39%
27 Mar, 2012

Our Portfolio Manager Can Help you

Renaissance Investment Manager

Renaissance Investment Manager is an Alternate Investment Manager founded in 2016 by Mr Pankaj Murarka. Renaissance Investment Manager is SEBI Registered AMC with SEBI No :- INP000005455

Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr 1 Yr
Renaissance - Midcap Portfolio
MID CAP
56.18%
23.97%
17.31%
NA
01 Jan, 2018
Renaissance - Alpha Portfolio
MULTI CAP
41.05%
NA
NA
NA
18 Jan, 2020
Renaissance - Opportunities Portfolio
LARGE CAP
67.28%
24.88%
17.24%
NA
01 Jan, 2018

Our Portfolio Manager Can Help you

Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by Alpha Assetz on its website have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of Alpha Assetz and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of Alpha Assetz is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision. All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.

Open chat
1
💬 Need help?
Powered by AlphaAssetz
Hello 👋
How can we help you?