Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
10.15%
6 Months
24.60%
31.39%
1 Year
7.56%
26.01%
3 Years
20.98%
19.28%
5 Years
—
23.67%
Since Inception
24.10%
28.23%
Fund Age
4 yrs 4 mo
5 yrs 4 mo
AUM
₹3.89 Cr
₹483.07 Cr
Alpha – 1 Year
4.58%
21.29%
Alpha – 3 Years
9.08%
7.19%
Information Ratio – 3 Years
0.07
0.38
Volatility – 1 Year
32.74%
27.77%
Volatility – 3 Years
27.24%
26.19%
Beta – 1 Year
1.49
1.29
Beta – 3 Years
1.30
1.20
Sharpe Ratio – 1 Year
0.20
0.78
Sharpe Ratio – 3 Years
0.49
0.61
Worst Rolling Year
17.91%
19.29%
Value at Worst Rolling Year
₹1.18 Cr
₹1.19 Cr
Deepest Drawdown
−34.40%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 81%
Number of Stocks
27
63
Portfolio P/E
52.77
62.66
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
—
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%