Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Active Alpha Multicap vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Active Alpha Multicap
TCG Transformative Growth 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%
2.52%
6 Months
31.39%
12.02%
1 Year
26.01%
4.98%
3 Years
19.28%
—
5 Years
23.67%
—
Since Inception
28.23%
2.03%
Fund Age
5 yrs 4 mo
1 yr 10 mo
AUM
₹483.07 Cr
₹167.29 Cr
Alpha – 1 Year
21.29%
0.26%
Alpha – 3 Years
7.19%
—
Information Ratio – 3 Years
0.38
—
Volatility – 1 Year
27.77%
26.96%
Volatility – 3 Years
26.19%
—
Beta – 1 Year
1.29
1.44
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.78
0.10
Sharpe Ratio – 3 Years
0.61
—
Worst Rolling Year
19.29%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−32.66%
−22.46%
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%
M 5% · S 94%
Number of Stocks
63
20
Portfolio P/E
62.66
37.20
Top 5 Holdings
—
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 1.5% / 0%