Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.54%
10.15%
6 Months
−5.38%
31.39%
1 Year
−6.70%
26.01%
3 Years
7.98%
19.28%
5 Years
—
23.67%
Since Inception
7.98%
28.23%
Fund Age
2 yrs 11 mo
5 yrs 4 mo
AUM
₹7.31 Cr
₹483.07 Cr
Alpha – 1 Year
−6.35%
21.29%
Alpha – 3 Years
−1.02%
7.19%
Information Ratio – 3 Years
-0.08
0.38
Volatility – 1 Year
17.44%
27.77%
Volatility – 3 Years
15.65%
26.19%
Beta – 1 Year
1.08
1.29
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
-0.61
0.78
Sharpe Ratio – 3 Years
0.22
0.61
Worst Rolling Year
—
19.29%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−21.15%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 12% · M 6% · S 81%
Number of Stocks
66
63
Portfolio P/E
27.03
62.66
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
—
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%