Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
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
5.45%
10.15%
6 Months
16.85%
31.39%
1 Year
9.30%
26.01%
3 Years
14.05%
19.28%
5 Years
14.30%
23.67%
Since Inception
24.29%
28.23%
Fund Age
14 yrs 10 mo
5 yrs 4 mo
AUM
₹372.24 Cr
₹483.07 Cr
Alpha – 1 Year
4.58%
21.29%
Alpha – 3 Years
1.97%
7.19%
Information Ratio – 3 Years
0.33
0.38
Volatility – 1 Year
21.18%
27.77%
Volatility – 3 Years
20.18%
26.19%
Beta – 1 Year
1.04
1.29
Beta – 3 Years
1.12
1.20
Sharpe Ratio – 1 Year
0.27
0.78
Sharpe Ratio – 3 Years
0.49
0.61
Worst Rolling Year
-10.46%
19.29%
Value at Worst Rolling Year
₹0.90 Cr
₹1.19 Cr
Deepest Drawdown
−23.77%
−32.66%
Recovery Period
99 days
Not yet recovered
1-Year Rolling Windows Positive
93.61%
100.00%
Median Rolling Year
27.35%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 81%
Number of Stocks
—
63
Portfolio P/E
—
62.66
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
—
Top Sectors
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
0% / 0% / 0%