Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Active Alpha Multicap vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Active Alpha Multicap
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
10.15%
3.93%
6 Months
31.39%
25.32%
1 Year
26.01%
18.21%
3 Years
19.28%
32.70%
5 Years
23.67%
23.63%
Since Inception
28.23%
28.38%
Fund Age
5 yrs 4 mo
7 yrs 10 mo
AUM
₹483.07 Cr
₹8,686.39 Cr
Alpha – 1 Year
21.29%
13.49%
Alpha – 3 Years
7.19%
20.61%
Information Ratio – 3 Years
0.38
1.92
Volatility – 1 Year
27.77%
22.97%
Volatility – 3 Years
26.19%
19.40%
Beta – 1 Year
1.29
1.12
Beta – 3 Years
1.20
0.98
Sharpe Ratio – 1 Year
0.78
0.61
Sharpe Ratio – 3 Years
0.61
1.30
Worst Rolling Year
19.29%
17.00%
Value at Worst Rolling Year
₹1.19 Cr
₹1.17 Cr
Deepest Drawdown
−32.66%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.93%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 81%
L 37% · M 30% · S 25%
Number of Stocks
63
43
Portfolio P/E
62.66
62.25
Top 5 Holdings
—
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%