Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
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
2.23%
10.15%
6 Months
7.97%
31.39%
1 Year
6.21%
26.01%
3 Years
12.78%
19.28%
5 Years
14.19%
23.67%
Since Inception
16.41%
28.23%
Fund Age
7 yrs 3 mo
5 yrs 4 mo
AUM
₹115.97 Cr
₹483.07 Cr
Alpha – 1 Year
1.49%
21.29%
Alpha – 3 Years
0.69%
7.19%
Information Ratio – 3 Years
0.20
0.38
Volatility – 1 Year
15.75%
27.77%
Volatility – 3 Years
15.69%
26.19%
Beta – 1 Year
0.82
1.29
Beta – 3 Years
0.88
1.20
Sharpe Ratio – 1 Year
0.12
0.78
Sharpe Ratio – 3 Years
0.51
0.61
Worst Rolling Year
11.84%
19.29%
Value at Worst Rolling Year
₹1.12 Cr
₹1.19 Cr
Deepest Drawdown
−23.37%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.02%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 81%
Number of Stocks
35
63
Portfolio P/E
—
62.66
Top 5 Holdings
—
—
Top Sectors
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%