Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 5.5%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.24%
10.15%
6 Months
7.09%
31.39%
1 Year
17.57%
26.01%
3 Years
20.39%
19.28%
5 Years
—
23.67%
Since Inception
19.75%
28.23%
Fund Age
4 yrs 2 mo
5 yrs 4 mo
AUM
₹49.8 Cr
₹483.07 Cr
Alpha – 1 Year
16.32%
21.29%
Alpha – 3 Years
14.92%
7.19%
Information Ratio – 3 Years
1.66
0.38
Volatility – 1 Year
7.36%
27.77%
Volatility – 3 Years
8.69%
26.19%
Beta – 1 Year
1.50
1.29
Beta – 3 Years
0.91
1.20
Sharpe Ratio – 1 Year
1.55
0.78
Sharpe Ratio – 3 Years
1.63
0.61
Worst Rolling Year
18.51%
19.29%
Value at Worst Rolling Year
₹1.19 Cr
₹1.19 Cr
Deepest Drawdown
—
−32.66%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.68%
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
—
—
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
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%