Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.8%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.99%
10.15%
6 Months
22.77%
31.39%
1 Year
24.21%
26.01%
3 Years
13.20%
19.28%
5 Years
12.56%
23.67%
Since Inception
18.69%
28.23%
Fund Age
7 yrs 4 mo
5 yrs 4 mo
AUM
₹114.64 Cr
₹483.07 Cr
Alpha – 1 Year
19.49%
21.29%
Alpha – 3 Years
1.43%
7.19%
Information Ratio – 3 Years
0.12
0.38
Volatility – 1 Year
24.82%
27.77%
Volatility – 3 Years
21.64%
26.19%
Beta – 1 Year
1.34
1.29
Beta – 3 Years
1.13
1.20
Sharpe Ratio – 1 Year
0.78
0.78
Sharpe Ratio – 3 Years
0.46
0.61
Worst Rolling Year
10.43%
19.29%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−24.42%
−32.66%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 12% · M 6% · S 81%
Number of Stocks
32
63
Portfolio P/E
37.13
62.66
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
—
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%