Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Active Alpha Multicap vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Active Alpha Multicap
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
10.15%
3.42%
6 Months
31.39%
2.89%
1 Year
26.01%
2.59%
3 Years
19.28%
10.39%
5 Years
23.67%
8.86%
Since Inception
28.23%
11.13%
Fund Age
5 yrs 4 mo
5 yrs 6 mo
AUM
₹483.07 Cr
₹63.54 Cr
Alpha – 1 Year
21.29%
−0.39%
Alpha – 3 Years
7.19%
−1.50%
Information Ratio – 3 Years
0.38
-0.34
Volatility – 1 Year
27.77%
16.68%
Volatility – 3 Years
26.19%
13.79%
Beta – 1 Year
1.29
0.95
Beta – 3 Years
1.20
0.88
Sharpe Ratio – 1 Year
0.78
-0.09
Sharpe Ratio – 3 Years
0.61
0.40
Worst Rolling Year
19.29%
6.98%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−32.66%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.93%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 81%
L 69% · M 25% · S 5%
Number of Stocks
63
40
Portfolio P/E
62.66
30.67
Top 5 Holdings
—
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%