Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Active Alpha Multicap vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Active Alpha Multicap
Turtle Wealth -Wealth Mantra
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%
4.93%
6 Months
31.39%
2.72%
1 Year
26.01%
22.88%
3 Years
19.28%
20.47%
5 Years
23.67%
15.12%
Since Inception
28.23%
17.02%
Fund Age
5 yrs 4 mo
6 yrs 11 mo
AUM
₹483.07 Cr
₹261.05 Cr
Alpha – 1 Year
21.29%
18.16%
Alpha – 3 Years
7.19%
8.38%
Information Ratio – 3 Years
0.38
0.98
Volatility – 1 Year
27.77%
17.62%
Volatility – 3 Years
26.19%
15.64%
Beta – 1 Year
1.29
0.83
Beta – 3 Years
1.20
0.87
Sharpe Ratio – 1 Year
0.78
0.97
Sharpe Ratio – 3 Years
0.61
0.94
Worst Rolling Year
19.29%
7.22%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−32.66%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.93%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 81%
L 28% · M 19% · S 43%
Number of Stocks
63
18
Portfolio P/E
62.66
63.91
Top 5 Holdings
—
Cash & Cash Equivalent · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%