Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.27%
10.15%
6 Months
6.66%
31.39%
1 Year
7.95%
26.01%
3 Years
14.01%
19.28%
5 Years
12.40%
23.67%
Since Inception
16.07%
28.23%
Fund Age
12 yrs 5 mo
5 yrs 4 mo
AUM
₹27.98 Cr
₹483.07 Cr
Alpha – 1 Year
3.23%
21.29%
Alpha – 3 Years
1.92%
7.19%
Information Ratio – 3 Years
0.55
0.38
Volatility – 1 Year
16.42%
27.77%
Volatility – 3 Years
14.36%
26.19%
Beta – 1 Year
0.92
1.29
Beta – 3 Years
0.91
1.20
Sharpe Ratio – 1 Year
0.15
0.78
Sharpe Ratio – 3 Years
0.63
0.61
Worst Rolling Year
-4.39%
19.29%
Value at Worst Rolling Year
₹0.96 Cr
₹1.19 Cr
Deepest Drawdown
−17.36%
−32.66%
Recovery Period
532 days
Not yet recovered
1-Year Rolling Windows Positive
97.43%
100.00%
Median Rolling Year
15.67%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 6% · S 37%
L 12% · M 6% · S 81%
Number of Stocks
30
63
Portfolio P/E
29.90
62.66
Top 5 Holdings
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
—
Top Sectors
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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)
2% / 0% / 0%
0% / 0% / 0%