Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Active Alpha Multicap vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Active Alpha Multicap
SMC Global - 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%
5.80%
6 Months
31.39%
20.03%
1 Year
26.01%
17.27%
3 Years
19.28%
12.81%
5 Years
23.67%
11.98%
Since Inception
28.23%
14.70%
Fund Age
5 yrs 4 mo
6 yrs 10 mo
AUM
₹483.07 Cr
₹201.68 Cr
Alpha – 1 Year
21.29%
12.55%
Alpha – 3 Years
7.19%
0.73%
Information Ratio – 3 Years
0.38
0.15
Volatility – 1 Year
27.77%
22.73%
Volatility – 3 Years
26.19%
20.11%
Beta – 1 Year
1.29
1.17
Beta – 3 Years
1.20
1.13
Sharpe Ratio – 1 Year
0.78
0.58
Sharpe Ratio – 3 Years
0.61
0.44
Worst Rolling Year
19.29%
7.98%
Value at Worst Rolling Year
₹1.19 Cr
₹1.08 Cr
Deepest Drawdown
−32.66%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.93%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 81%
L 38% · M 4% · S 49%
Number of Stocks
63
24
Portfolio P/E
62.66
29.51
Top 5 Holdings
—
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%