Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Active Alpha Multicap vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Active Alpha Multicap
Tamohara - TRUFFLE
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%
8.72%
6 Months
31.39%
28.59%
1 Year
26.01%
28.02%
3 Years
19.28%
18.67%
5 Years
23.67%
17.18%
Since Inception
28.23%
20.03%
Fund Age
5 yrs 4 mo
5 yrs 4 mo
AUM
₹483.07 Cr
₹221.27 Cr
Alpha – 1 Year
21.29%
28.37%
Alpha – 3 Years
7.19%
9.68%
Information Ratio – 3 Years
0.38
0.87
Volatility – 1 Year
27.77%
22.32%
Volatility – 3 Years
26.19%
17.88%
Beta – 1 Year
1.29
1.03
Beta – 3 Years
1.20
0.95
Sharpe Ratio – 1 Year
0.78
0.99
Sharpe Ratio – 3 Years
0.61
0.81
Worst Rolling Year
19.29%
13.69%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
−32.66%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.93%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 81%
L 19% · M 4% · S 74%
Number of Stocks
63
29
Portfolio P/E
62.66
37.50
Top 5 Holdings
—
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –