Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Active Alpha Multicap vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Active Alpha Multicap
THINQWISE INDIA LONG TERM FUND
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%
−0.86%
6 Months
31.39%
8.56%
1 Year
26.01%
5.56%
3 Years
19.28%
8.84%
5 Years
23.67%
—
Since Inception
28.23%
10.12%
Fund Age
5 yrs 4 mo
3 yrs 2 mo
AUM
₹483.07 Cr
₹45.94 Cr
Alpha – 1 Year
21.29%
5.91%
Alpha – 3 Years
7.19%
−0.16%
Information Ratio – 3 Years
0.38
0.15
Volatility – 1 Year
27.77%
23.84%
Volatility – 3 Years
26.19%
20.02%
Beta – 1 Year
1.29
1.25
Beta – 3 Years
1.20
1.03
Sharpe Ratio – 1 Year
0.78
0.12
Sharpe Ratio – 3 Years
0.61
0.26
Worst Rolling Year
19.29%
7.39%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−32.66%
−26.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.93%
9.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 6% · S 81%
—
Number of Stocks
63
14
Portfolio P/E
62.66
—
Top 5 Holdings
—
—
Top Sectors
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%