Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Active Alpha Multicap vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Active Alpha Multicap
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
10.15%
5.72%
6 Months
31.39%
23.48%
1 Year
26.01%
38.68%
3 Years
19.28%
26.01%
5 Years
23.67%
16.58%
Since Inception
28.23%
18.98%
Fund Age
5 yrs 4 mo
16 yrs 6 mo
AUM
₹483.07 Cr
₹1,885.18 Cr
Alpha – 1 Year
21.29%
33.96%
Alpha – 3 Years
7.19%
13.92%
Information Ratio – 3 Years
0.38
1.27
Volatility – 1 Year
27.77%
28.06%
Volatility – 3 Years
26.19%
20.41%
Beta – 1 Year
1.29
1.39
Beta – 3 Years
1.20
1.06
Sharpe Ratio – 1 Year
0.78
1.12
Sharpe Ratio – 3 Years
0.61
1.06
Worst Rolling Year
19.29%
-4.06%
Value at Worst Rolling Year
₹1.19 Cr
₹0.96 Cr
Deepest Drawdown
−32.66%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
33.93%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 12% · M 6% · S 81%
L 40% · M 32% · S 24%
Number of Stocks
63
28
Portfolio P/E
62.66
45.86
Top 5 Holdings
—
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%