Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Active Alpha Multicap vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Active Alpha Multicap
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
31.39%
11.30%
1 Year
26.01%
5.88%
3 Years
19.28%
—
5 Years
23.67%
—
Since Inception
28.23%
10.85%
Fund Age
5 yrs 4 mo
2 yrs 5 mo
AUM
₹483.07 Cr
₹45.96 Cr
Alpha – 1 Year
21.29%
−0.98%
Alpha – 3 Years
7.19%
—
Information Ratio – 3 Years
0.38
—
Volatility – 1 Year
27.77%
21.88%
Volatility – 3 Years
26.19%
—
Beta – 1 Year
1.29
2.00
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.78
0.12
Sharpe Ratio – 3 Years
0.61
—
Worst Rolling Year
19.29%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−32.66%
−19.87%
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 12% · M 4% · S 66%
Number of Stocks
63
39
Portfolio P/E
62.66
23.43
Top 5 Holdings
—
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 1%