Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.32%
10.15%
6 Months
3.83%
31.39%
1 Year
9.77%
26.01%
3 Years
13.19%
19.28%
5 Years
12.01%
23.67%
Since Inception
14.38%
28.23%
Fund Age
6 yrs 8 mo
5 yrs 4 mo
AUM
₹42.66 Cr
₹483.07 Cr
Alpha – 1 Year
3.80%
21.29%
Alpha – 3 Years
2.30%
7.19%
Information Ratio – 3 Years
0.23
0.38
Volatility – 1 Year
15.84%
27.77%
Volatility – 3 Years
12.64%
26.19%
Beta – 1 Year
1.56
1.29
Beta – 3 Years
1.48
1.20
Sharpe Ratio – 1 Year
0.32
0.78
Sharpe Ratio – 3 Years
0.70
0.61
Worst Rolling Year
9.09%
19.29%
Value at Worst Rolling Year
₹1.09 Cr
₹1.19 Cr
Deepest Drawdown
−15.18%
−32.66%
Recovery Period
119 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
L 12% · M 6% · S 81%
Number of Stocks
16
63
Portfolio P/E
—
62.66
Top 5 Holdings
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
—
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 1% / 0%
0% / 0% / 0%