Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
10.15%
6 Months
26.95%
31.39%
1 Year
13.12%
26.01%
3 Years
17.80%
19.28%
5 Years
15.04%
23.67%
Since Inception
22.70%
28.23%
Fund Age
8 yrs
5 yrs 4 mo
AUM
₹357.26 Cr
₹483.07 Cr
Alpha – 1 Year
10.14%
21.29%
Alpha – 3 Years
5.90%
7.19%
Information Ratio – 3 Years
0.31
0.38
Volatility – 1 Year
32.38%
27.77%
Volatility – 3 Years
25.45%
26.19%
Beta – 1 Year
1.68
1.29
Beta – 3 Years
1.37
1.20
Sharpe Ratio – 1 Year
0.36
0.78
Sharpe Ratio – 3 Years
0.56
0.61
Worst Rolling Year
11.19%
19.29%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−26.50%
−32.66%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
L 12% · M 6% · S 81%
Number of Stocks
42
63
Portfolio P/E
42.01
62.66
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
—
Top Sectors
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%