Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Active Alpha Multicap vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Active Alpha Multicap
Tulsian - PMS
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%
2.21%
6 Months
31.39%
21.04%
1 Year
26.01%
21.34%
3 Years
19.28%
19.08%
5 Years
23.67%
23.67%
Since Inception
28.23%
—
Fund Age
5 yrs 4 mo
6 yrs 4 mo
AUM
₹483.07 Cr
₹364.08 Cr
Alpha – 1 Year
21.29%
21.69%
Alpha – 3 Years
7.19%
10.08%
Information Ratio – 3 Years
0.38
0.52
Volatility – 1 Year
27.77%
32.28%
Volatility – 3 Years
26.19%
28.08%
Beta – 1 Year
1.29
1.47
Beta – 3 Years
1.20
1.60
Sharpe Ratio – 1 Year
0.78
0.58
Sharpe Ratio – 3 Years
0.61
0.57
Worst Rolling Year
19.29%
15.61%
Value at Worst Rolling Year
₹1.19 Cr
₹1.16 Cr
Deepest Drawdown
−32.66%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.93%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 81%
L 90% · M 10%
Number of Stocks
63
—
Portfolio P/E
62.66
—
Top 5 Holdings
—
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%