Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Active Alpha Multicap vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Active Alpha Multicap
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
10.15%
−0.96%
6 Months
31.39%
−5.85%
1 Year
26.01%
1.08%
3 Years
19.28%
1.92%
5 Years
23.67%
1.54%
Since Inception
28.23%
4.73%
Fund Age
5 yrs 4 mo
9 yrs 11 mo
AUM
₹483.07 Cr
₹4.85 Cr
Alpha – 1 Year
21.29%
−8.50%
Alpha – 3 Years
7.19%
−7.97%
Information Ratio – 3 Years
0.38
—
Volatility – 1 Year
27.77%
9.90%
Volatility – 3 Years
26.19%
26.17%
Beta – 1 Year
1.29
—
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.78
-0.53
Sharpe Ratio – 3 Years
0.61
0.01
Worst Rolling Year
19.29%
2.80%
Value at Worst Rolling Year
₹1.19 Cr
₹1.03 Cr
Deepest Drawdown
−32.66%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.93%
12.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 81%
—
Number of Stocks
63
—
Portfolio P/E
62.66
—
Top 5 Holdings
—
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%