Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
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
−0.92%
10.15%
6 Months
32.15%
31.39%
1 Year
16.77%
26.01%
3 Years
19.00%
19.28%
5 Years
20.10%
23.67%
Since Inception
27.01%
28.23%
Fund Age
6 yrs 10 mo
5 yrs 4 mo
AUM
₹247.64 Cr
₹483.07 Cr
Alpha – 1 Year
13.79%
21.29%
Alpha – 3 Years
7.10%
7.19%
Information Ratio – 3 Years
0.30
0.38
Volatility – 1 Year
39.13%
27.77%
Volatility – 3 Years
29.47%
26.19%
Beta – 1 Year
1.87
1.29
Beta – 3 Years
1.36
1.20
Sharpe Ratio – 1 Year
0.42
0.78
Sharpe Ratio – 3 Years
0.55
0.61
Worst Rolling Year
15.03%
19.29%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
−35.86%
−32.66%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 12% · M 6% · S 81%
Number of Stocks
42
63
Portfolio P/E
42.30
62.66
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
—
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%