Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Active Alpha Multicap vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Active Alpha Multicap
Unifi APJ 20*
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%
3.07%
6 Months
31.39%
13.63%
1 Year
26.01%
10.76%
3 Years
19.28%
13.00%
5 Years
23.67%
13.13%
Since Inception
28.23%
20.07%
Fund Age
5 yrs 4 mo
10 yrs 11 mo
AUM
₹483.07 Cr
₹942.94 Cr
Alpha – 1 Year
21.29%
6.04%
Alpha – 3 Years
7.19%
0.91%
Information Ratio – 3 Years
0.38
0.27
Volatility – 1 Year
27.77%
18.61%
Volatility – 3 Years
26.19%
17.55%
Beta – 1 Year
1.29
1.02
Beta – 3 Years
1.20
1.01
Sharpe Ratio – 1 Year
0.78
0.35
Sharpe Ratio – 3 Years
0.61
0.49
Worst Rolling Year
19.29%
-10.32%
Value at Worst Rolling Year
₹1.19 Cr
₹0.90 Cr
Deepest Drawdown
−32.66%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
33.93%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 81%
L 15% · M 3% · S 82%
Number of Stocks
63
—
Portfolio P/E
62.66
21.50
Top 5 Holdings
—
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—