Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.86%
10.15%
6 Months
0.50%
31.39%
1 Year
6.34%
26.01%
3 Years
19.74%
19.28%
5 Years
16.62%
23.67%
Since Inception
20.10%
28.23%
Fund Age
6 yrs 1 mo
5 yrs 4 mo
AUM
₹56.91 Cr
₹483.07 Cr
Alpha – 1 Year
1.64%
21.29%
Alpha – 3 Years
7.64%
7.19%
Information Ratio – 3 Years
0.90
0.38
Volatility – 1 Year
16.52%
27.77%
Volatility – 3 Years
17.18%
26.19%
Beta – 1 Year
0.89
1.29
Beta – 3 Years
1.04
1.20
Sharpe Ratio – 1 Year
0.14
0.78
Sharpe Ratio – 3 Years
0.84
0.61
Worst Rolling Year
18.93%
19.29%
Value at Worst Rolling Year
₹1.19 Cr
₹1.19 Cr
Deepest Drawdown
−18.72%
−32.66%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.30%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
L 12% · M 6% · S 81%
Number of Stocks
20
63
Portfolio P/E
27.00
62.66
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
—
Top Sectors
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%