Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Active Alpha Multicap vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Active Alpha Multicap
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
10.15%
10.24%
6 Months
31.39%
31.65%
1 Year
26.01%
26.47%
3 Years
19.28%
18.72%
5 Years
23.67%
16.28%
Since Inception
28.23%
14.51%
Fund Age
5 yrs 4 mo
10 yrs 10 mo
AUM
₹483.07 Cr
₹423.36 Cr
Alpha – 1 Year
21.29%
21.75%
Alpha – 3 Years
7.19%
6.63%
Information Ratio – 3 Years
0.38
0.36
Volatility – 1 Year
27.77%
28.25%
Volatility – 3 Years
26.19%
24.90%
Beta – 1 Year
1.29
1.32
Beta – 3 Years
1.20
1.13
Sharpe Ratio – 1 Year
0.78
0.78
Sharpe Ratio – 3 Years
0.61
0.60
Worst Rolling Year
19.29%
-5.98%
Value at Worst Rolling Year
₹1.19 Cr
₹0.94 Cr
Deepest Drawdown
−32.66%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
33.93%
14.66%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 81%
L 12% · M 6% · S 82%
Number of Stocks
63
62
Portfolio P/E
62.66
61.63
Top 5 Holdings
—
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%