Portfolio Management Services (PMS)Compare Schemes
Invesco - Caterpillar vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Invesco - Caterpillar
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.09%
10.15%
6 Months
12.77%
31.39%
1 Year
18.71%
26.01%
3 Years
16.31%
19.28%
5 Years
16.50%
23.67%
Since Inception
12.31%
28.23%
Fund Age
20 yrs 2 mo
5 yrs 4 mo
AUM
₹81.03 Cr
₹483.07 Cr
Alpha – 1 Year
13.99%
21.29%
Alpha – 3 Years
4.22%
7.19%
Information Ratio – 3 Years
0.46
0.38
Volatility – 1 Year
18.60%
27.77%
Volatility – 3 Years
18.73%
26.19%
Beta – 1 Year
0.98
1.29
Beta – 3 Years
1.07
1.20
Sharpe Ratio – 1 Year
0.73
0.78
Sharpe Ratio – 3 Years
0.63
0.61
Worst Rolling Year
-17.65%
19.29%
Value at Worst Rolling Year
₹0.82 Cr
₹1.19 Cr
Deepest Drawdown
−25.73%
−32.66%
Recovery Period
498 days
Not yet recovered
1-Year Rolling Windows Positive
76.16%
100.00%
Median Rolling Year
14.50%
33.93%
5-Year Rolling Windows Positive
86.34%
100.00%
Market-Cap Mix
L 18% · M 28% · S 49%
L 12% · M 6% · S 81%
Number of Stocks
23
63
Portfolio P/E
43.00
62.66
Top 5 Holdings
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
—
Top Sectors
Financial Services · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%