Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.11%
10.15%
6 Months
4.12%
31.39%
1 Year
−0.25%
26.01%
3 Years
10.95%
19.28%
5 Years
10.56%
23.67%
Since Inception
10.62%
28.23%
Fund Age
13 yrs 8 mo
5 yrs 4 mo
AUM
₹41.22 Cr
₹483.07 Cr
Alpha – 1 Year
0.18%
21.29%
Alpha – 3 Years
2.39%
7.19%
Information Ratio – 3 Years
0.52
0.38
Volatility – 1 Year
20.61%
27.77%
Volatility – 3 Years
17.57%
26.19%
Beta – 1 Year
1.24
1.29
Beta – 3 Years
1.19
1.20
Sharpe Ratio – 1 Year
-0.18
0.78
Sharpe Ratio – 3 Years
0.46
0.61
Worst Rolling Year
-10.52%
19.29%
Value at Worst Rolling Year
₹0.89 Cr
₹1.19 Cr
Deepest Drawdown
−22.41%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.48%
100.00%
Median Rolling Year
12.26%
33.93%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 70% · M 29%
L 12% · M 6% · S 81%
Number of Stocks
25
63
Portfolio P/E
36.71
62.66
Top 5 Holdings
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
—
Top Sectors
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%