Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Active Alpha Multicap vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Active Alpha Multicap
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
10.15%
4.64%
6 Months
31.39%
20.32%
1 Year
26.01%
29.93%
3 Years
19.28%
—
5 Years
23.67%
—
Since Inception
28.23%
15.24%
Fund Age
5 yrs 4 mo
1 yr 9 mo
AUM
₹483.07 Cr
₹3.17 Cr
Alpha – 1 Year
21.29%
25.21%
Alpha – 3 Years
7.19%
—
Information Ratio – 3 Years
0.38
—
Volatility – 1 Year
27.77%
24.54%
Volatility – 3 Years
26.19%
—
Beta – 1 Year
1.29
1.19
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.78
0.97
Sharpe Ratio – 3 Years
0.61
—
Worst Rolling Year
19.29%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−32.66%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
33.93%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 6% · S 81%
L 28% · M 19% · S 50%
Number of Stocks
63
36
Portfolio P/E
62.66
71.00
Top 5 Holdings
—
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –