Portfolio Management Services (PMS)Compare Schemes
Equirus Flexi Cap Fund vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Equirus Flexi Cap Fund
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.91%
10.24%
6 Months
10.01%
31.65%
1 Year
—
26.47%
3 Years
—
18.72%
5 Years
—
16.28%
Since Inception
14.65%
14.51%
Fund Age
9 mo
10 yrs 10 mo
AUM
₹122.25 Cr
₹423.36 Cr
Alpha – 1 Year
—
21.75%
Alpha – 3 Years
—
6.63%
Information Ratio – 3 Years
—
0.36
Volatility – 1 Year
—
28.25%
Volatility – 3 Years
—
24.90%
Beta – 1 Year
—
1.32
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
—
0.78
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
-5.98%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
—
−31.67%
Recovery Period
—
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 27% · M 14% · S 55%
L 12% · M 6% · S 82%
Number of Stocks
33
62
Portfolio P/E
31.90
61.63
Top 5 Holdings
Thangamayil Jewellery Ltd · 7.86%
Blue Star Ltd · 5.43%
R R Kabel Ltd · 5.41%
United Foodbrands Ltd · 4.60%
Welspun Corp Ltd · 4.59%
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
—
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%