Portfolio Management Services (PMS)Compare Schemes
JM-Apex vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
JM-Apex
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
5.10%
10.15%
6 Months
17.39%
31.39%
1 Year
20.93%
26.01%
3 Years
17.01%
19.28%
5 Years
—
23.67%
Since Inception
19.54%
28.23%
Fund Age
3 yrs 6 mo
5 yrs 4 mo
AUM
₹615.02 Cr
₹483.07 Cr
Alpha – 1 Year
16.21%
21.29%
Alpha – 3 Years
4.92%
7.19%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
19.36%
27.77%
Volatility – 3 Years
18.51%
26.19%
Beta – 1 Year
1.01
1.29
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.81
0.78
Sharpe Ratio – 3 Years
0.72
0.61
Worst Rolling Year
—
19.29%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−14.79%
−32.66%
Recovery Period
45 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 81%
Number of Stocks
—
63
Portfolio P/E
—
62.66
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
TD Power Systems Ltd · 4.93%
Neuland Laboratories Ltd · 4.31%
Acutaas Chemicals Ltd · 4.08%
Garware Hi Tech Films Ltd · 4.01%
Hitachi Energy India Ltd · 3.82%
Top Sectors
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%