Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
10.24%
6 Months
26.95%
31.65%
1 Year
13.12%
26.47%
3 Years
17.80%
18.72%
5 Years
15.04%
16.28%
Since Inception
22.70%
14.51%
Fund Age
8 yrs
10 yrs 10 mo
AUM
₹357.26 Cr
₹423.36 Cr
Alpha – 1 Year
10.14%
21.75%
Alpha – 3 Years
5.90%
6.63%
Information Ratio – 3 Years
0.31
0.36
Volatility – 1 Year
32.38%
28.25%
Volatility – 3 Years
25.45%
24.90%
Beta – 1 Year
1.68
1.32
Beta – 3 Years
1.37
1.13
Sharpe Ratio – 1 Year
0.36
0.78
Sharpe Ratio – 3 Years
0.56
0.60
Worst Rolling Year
11.19%
-5.98%
Value at Worst Rolling Year
₹1.11 Cr
₹0.94 Cr
Deepest Drawdown
−26.50%
−31.67%
Recovery Period
80 days
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
27.28%
14.66%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
L 12% · M 6% · S 82%
Number of Stocks
42
62
Portfolio P/E
42.01
61.63
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%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%