Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Active Alpha Multicap vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Active Alpha Multicap
Turtle Wealth - Profit Mantra
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%
7.48%
6 Months
31.39%
9.42%
1 Year
26.01%
28.25%
3 Years
19.28%
18.47%
5 Years
23.67%
21.31%
Since Inception
28.23%
21.69%
Fund Age
5 yrs 4 mo
5 yrs
AUM
₹483.07 Cr
₹79.02 Cr
Alpha – 1 Year
21.29%
23.53%
Alpha – 3 Years
7.19%
6.38%
Information Ratio – 3 Years
0.38
0.27
Volatility – 1 Year
27.77%
18.12%
Volatility – 3 Years
26.19%
27.25%
Beta – 1 Year
1.29
0.87
Beta – 3 Years
1.20
0.86
Sharpe Ratio – 1 Year
0.78
1.18
Sharpe Ratio – 3 Years
0.61
0.56
Worst Rolling Year
19.29%
15.67%
Value at Worst Rolling Year
₹1.19 Cr
₹1.16 Cr
Deepest Drawdown
−32.66%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.93%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 81%
L 10% · M 9% · S 69%
Number of Stocks
63
34
Portfolio P/E
62.66
57.02
Top 5 Holdings
—
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%