Portfolio Management Services (PMS)Compare Schemes
MASK Prime Picks vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
MASK Prime Picks
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
1.74%
10.15%
6 Months
3.03%
31.39%
1 Year
3.99%
26.01%
3 Years
8.85%
19.28%
5 Years
8.35%
23.67%
Since Inception
10.50%
28.23%
Fund Age
8 yrs 2 mo
5 yrs 4 mo
AUM
₹274.26 Cr
₹483.07 Cr
Alpha – 1 Year
−0.73%
21.29%
Alpha – 3 Years
−3.23%
7.19%
Information Ratio – 3 Years
-0.72
0.38
Volatility – 1 Year
15.72%
27.77%
Volatility – 3 Years
15.15%
26.19%
Beta – 1 Year
0.89
1.29
Beta – 3 Years
0.94
1.20
Sharpe Ratio – 1 Year
-0.08
0.78
Sharpe Ratio – 3 Years
0.27
0.61
Worst Rolling Year
7.13%
19.29%
Value at Worst Rolling Year
₹1.07 Cr
₹1.19 Cr
Deepest Drawdown
−20.31%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.28%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 48% · M 27% · S 18%
L 12% · M 6% · S 81%
Number of Stocks
40
63
Portfolio P/E
30.14
62.66
Top 5 Holdings
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
—
Top Sectors
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
0% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%