Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Active Alpha Multicap vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Active Alpha Multicap
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
10.15%
3.29%
6 Months
31.39%
14.68%
1 Year
26.01%
11.65%
3 Years
19.28%
7.09%
5 Years
23.67%
8.41%
Since Inception
28.23%
10.45%
Fund Age
5 yrs 4 mo
10 yrs 5 mo
AUM
₹483.07 Cr
₹24.48 Cr
Alpha – 1 Year
21.29%
12.00%
Alpha – 3 Years
7.19%
−1.90%
Information Ratio – 3 Years
0.38
-0.12
Volatility – 1 Year
27.77%
20.48%
Volatility – 3 Years
26.19%
16.32%
Beta – 1 Year
1.29
1.11
Beta – 3 Years
1.20
1.00
Sharpe Ratio – 1 Year
0.78
0.36
Sharpe Ratio – 3 Years
0.61
0.15
Worst Rolling Year
19.29%
-5.06%
Value at Worst Rolling Year
₹1.19 Cr
₹0.95 Cr
Deepest Drawdown
−32.66%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
33.93%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 81%
L 41% · M 5% · S 35%
Number of Stocks
63
31
Portfolio P/E
62.66
28.34
Top 5 Holdings
—
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –