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ALCHEMY HIGH GROWTH ( AHG ) * March 2020

BRIEF OBJECTIVE** INVESTMENT SUITABILITY

Alchemy High Growth Diversified aims at generating long term returns by investing in equities and equity related instruments across market capitalizations, with a Mid cap bias.

Suitable for an investor who is looking to participate in India growth story through equities

Seeking High Risk-High return portfolio

Ideal investment horizon is 3 to 5 years

THE ALCHEMY ADVANTAGE

ABOUT THE STRATEGY**:- A Multi-cap approach which allows Flexibility in stock Selection.

Diversified Portfolio which generally may consist of maximum 25 stock ideas with the option of being overweight in certain stocks.

Ensure a minimum 25% allocation to large cap Companies

A Mid Cap biased portfolio to take advantage of high growth due to scale up of business.

Alchemy Investment Philosophy is “Growth at Reasonable Price”. The approach is rooted in the hypothesis that India is a high growth economy and the best way to play this is to identify and invest in companies which are best equipped to take advantage of emerging domestic and global

opportunities.

Invest for long term: - We primarily evaluate stocks for the long – term Investment Perspective as it serves the twin objectives of reducing the impact of short – term volatility as well as helps us to capture a substantial part of the value accretion during the life cycle of a growth stock .Compounding is at the heart of wealth creation. Endeavour to seed the appropriate investment ideas and watch them grow into realising full value is what our passion is, Expect for a specific securities ,we do not trade in and out of investments to capture short term volatility.

Allocation across Market

Cap

Equity By Market Cap

Weight in Portfolio

Definition Cut off for CY 2020 Current Allocation

Large Cap 25-100% Market capitalization of 100th stock in S&P BSE 500 is the cut off for large cap

Rs.27279 Crs and above

65%

Mid Cap 0-75% Market capitalization between 101st and 400th stock in S&P BSE 500 is the cut off for Mid cap

Rs.2948 Crs to Rs.27279 Crs

23%

Small cap 0-20% Market capitalization below 400th in S&P BSE 500 Below Rs.2948 Crs 1%

Founders and Investment Team

Bring over 100 years of cumulative Indian equity market

experience

Have excellent market standing built on integrity

Co-founder, Hiren Ved, as Chief Investment Officer brings long

experience and consistency in investment philosophy

Have a stable and experienced team of investment professionals

who have stayed and imbibed the firm’s investment philosophy

Fund Manager : Mr. Amit Nadekar

Vintage & Size

One of the few Portfolio Managers in India to have been in

existence since 2002

Manages/advices over USD 1.05 billion of assets onshore and

offshore as on 29th Feb 2020

Strong Emphasis on Compliance and Risk Management

With an ethical Code of Conduct in place

With transparency in business, client service and reporting

Disciplined Investment Process

Pioneers in Bottom Up stock picking

Ability to pick trends early

Focus on Primary Research

Long term approach to investing in listed companies with

continuous review

Consistent performance track record since inception in 2002

Bespoke approach to individual clients’ portfolio

Offshore Asset Management Capability

First Offshore mandate in 2005.

Ongoing Offshore equity strategies with AUM of USD 153.2

million as on 29th Feb 2020

Was an Investment manager to a GCC based Sovereign Fund

with AUM of over USD 83.6 million

Track record

17 years of Investment management track record

INR 1 crore invested in May 2002 in the Alchemy High Growth

Product could have has grown to over 35.4 Crs as on 29th Feb 2020

Alchemy High Growth, the flagship strategy of Alchemy has been

managed through bull and bear cycles and outperformed its bench-

mark 14 out of 18 calendar years

Quality of clients

Sophisticated Institutional investors

Sovereign funds

Ultra HNIs (Limited universe of over 1000 exclusive families

and includes eminent individuals across businesses families

and professionals )

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*Alchemy High Growth is one of the Portfolio Mgt Services product managed by M/s Alchemy Capital Management Pvt Ltd, a SEBI registered Portfolio Manager *** The product’s objective and strategy are merely a target and there are no assurance that it would be achieved.

NAV BASED PERFORMANCE# PERIOD WISE PERFORMANCE#

STATISTICAL ANALYSIS

Parameter Alchemy High Growth

(Since inception)*

Benchmark S&P BSE500

(Since inception)*

Returns (CAGR)# 22.2% 15.0%

Std. Dev. 18.7% 21.9%

Sharpe 0.8 0.4

Beta 0.8 1.0

TOP HOLDINGS

Data as on 29th Feb 2020 * Inception Date : 08th May 2002 # Past Performance is no assurance for future returns # Returns presented are net of fees and expenses. # The Performance figures are aggregate of all clients; the investor’s actual portfolio may differ.

General Risk factors All investment products attract various kinds of risks. Please read the relevant Disclosure Document/ Client Agreement carefully before investing.

General Disclaimers The information and opinions contained in this report/ presentation have been obtained from sources believed to be reliable, but no representation or warranty, express or implied, is made that such information is accurate or complete.

Information and opinions contained in the report/ presentation are disseminated for the information of authorized recipients only, and are not to be relied upon as advisory or authoritative or taken in substitution for the exercise of due diligence and judgement by any recipient.

The information and opinions are not, and should not be construed as, an offer or solicitation to buy or sell any securities or make any investments.

Nothing contained herein, including past performance, shall constitute any representation or warranty as to future performance.

The client is solely responsible for consulting his/her/its own independent advisors as to the legal, tax, accounting and related matters concerning invest-ments and nothing in this document or in any communication shall constitutes such advice.

The client is expected to understand the risk factors associated with investment & act on the information solely on his/her/its own risk. As a condition for providing this information, the client agrees that Alchemy Capital Management Pvt. Ltd., its Group or affiliates makes no representation and shall have no liability in any way arising to them or any other entity for any loss or damage, direct or indirect, arising from the use of this information.

This document and its contents are proprietary information of Alchemy Capital Management Pvt. Ltd and may not be reproduced or otherwise dissemi-nated in whole or in part without the written consent.

If you have any queries or questions, you can contact us directly on clientservicing@alchemycapital.com or reach out to:

ALCHEMY CAPITAL MANAGEMENT PVT LTD B-4 Amerchand Mansion, 16 Madame Cama Road, Mumbai 400001

Dir: +91-22-6617 1700 Fax: +91-22-6617 1701 www.alchemycapital.com

Top 10 Stocks by Weight % Weight

Bajaj Finance 9.6%

Avenue Supermarts 7.8%

Bajaj Finserv 7.1%

HDFC Bank 5.9%

Varun Beverages 5.3%

Titan Company 5.1%

Hindustan Unilever 4.4%

United Spirits 4.0%

Sundram Fasteners 3.9%

Axis Bank 3.7%

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AHG (Daily NAV)

S&P BSE 500 (Recalibrated to Valueof 10 Inception)

23.0%

15.0%

22.2%

2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019YTD

2020

AH G 4.8% 134. 9% 22. 9% 96. 5% 40. 8% 77. 9% -56.0% 59. 4% 17. 7% -21.5% 55. 8% -0. 1% 58. 1% 5.9% 7.7% 46. 2% -7. 8% -0. 7% -2. 4%

S &P BS E 500 -2. 8% 101. 1% 17. 5% 36. 6% 38. 9% 63. 0% -58.1% 90. 2% 16. 4% -27.4% 31. 2% 3.3% 37. 0% -0. 8% 3.8% 35. 9% -3. 1% 7.8% -6. 6%

-80.0%

-40.0%

0.0%

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120.0%

160.0%

CALENDAR YEAR RETURNS