Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Samvitti-PMS Long Term 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
−3.33%
7.49%
6 Months
24.60%
27.88%
1 Year
7.56%
29.03%
3 Years
20.98%
18.18%
5 Years
—
15.45%
Since Inception
24.10%
16.74%
Fund Age
4 yrs 4 mo
10 yrs 9 mo
AUM
₹3.89 Cr
₹245.99 Cr
Alpha – 1 Year
4.58%
24.31%
Alpha – 3 Years
9.08%
6.09%
Information Ratio – 3 Years
0.07
0.49
Volatility – 1 Year
32.74%
21.97%
Volatility – 3 Years
27.24%
17.89%
Beta – 1 Year
1.49
1.05
Beta – 3 Years
1.30
0.93
Sharpe Ratio – 1 Year
0.20
1.03
Sharpe Ratio – 3 Years
0.49
0.70
Worst Rolling Year
17.91%
1.53%
Value at Worst Rolling Year
₹1.18 Cr
₹1.02 Cr
Deepest Drawdown
−34.40%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 36% · M 27% · S 36%
Number of Stocks
27
44
Portfolio P/E
52.77
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
—
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%