Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Active Alpha Multicap vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Active Alpha Multicap
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
31.39%
1.92%
1 Year
26.01%
0.43%
3 Years
19.28%
—
5 Years
23.67%
—
Since Inception
28.23%
6.17%
Fund Age
5 yrs 4 mo
2 yrs 2 mo
AUM
₹483.07 Cr
₹22.98 Cr
Alpha – 1 Year
21.29%
−2.55%
Alpha – 3 Years
7.19%
—
Information Ratio – 3 Years
0.38
—
Volatility – 1 Year
27.77%
16.90%
Volatility – 3 Years
26.19%
—
Beta – 1 Year
1.29
0.96
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.78
-0.22
Sharpe Ratio – 3 Years
0.61
—
Worst Rolling Year
19.29%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−32.66%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
33.93%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 6% · S 81%
L 61% · M 14% · S 21%
Number of Stocks
63
41
Portfolio P/E
62.66
31.26
Top 5 Holdings
—
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%