Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.94%
10.15%
6 Months
11.49%
31.39%
1 Year
3.89%
26.01%
3 Years
8.19%
19.28%
5 Years
11.02%
23.67%
Since Inception
10.97%
28.23%
Fund Age
13 yrs 8 mo
5 yrs 4 mo
AUM
₹360.51 Cr
₹483.07 Cr
Alpha – 1 Year
0.91%
21.29%
Alpha – 3 Years
−3.69%
7.19%
Information Ratio – 3 Years
-0.18
0.38
Volatility – 1 Year
23.04%
27.77%
Volatility – 3 Years
19.34%
26.19%
Beta – 1 Year
1.26
1.29
Beta – 3 Years
1.17
1.20
Sharpe Ratio – 1 Year
0.04
0.78
Sharpe Ratio – 3 Years
0.30
0.61
Worst Rolling Year
-8.10%
19.29%
Value at Worst Rolling Year
₹0.92 Cr
₹1.19 Cr
Deepest Drawdown
−30.43%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.59%
100.00%
Median Rolling Year
11.30%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 33%
L 12% · M 6% · S 81%
Number of Stocks
29
63
Portfolio P/E
37.17
62.66
Top 5 Holdings
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
—
Top Sectors
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%