Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
10.24%
6 Months
−5.38%
31.65%
1 Year
−6.70%
26.47%
3 Years
7.98%
18.72%
5 Years
—
16.28%
Since Inception
7.98%
14.51%
Fund Age
2 yrs 11 mo
10 yrs 10 mo
AUM
₹7.31 Cr
₹423.36 Cr
Alpha – 1 Year
−6.35%
21.75%
Alpha – 3 Years
−1.02%
6.63%
Information Ratio – 3 Years
-0.08
0.36
Volatility – 1 Year
17.44%
28.25%
Volatility – 3 Years
15.65%
24.90%
Beta – 1 Year
1.08
1.32
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
-0.61
0.78
Sharpe Ratio – 3 Years
0.22
0.60
Worst Rolling Year
—
-5.98%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−21.15%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
—
86.69%
Median Rolling Year
—
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 12% · M 6% · S 82%
Number of Stocks
66
62
Portfolio P/E
27.03
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%