Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Active Alpha Multicap vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Active Alpha Multicap
Wright Factor Fund
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%
10.96%
6 Months
31.39%
14.84%
1 Year
26.01%
16.93%
3 Years
19.28%
—
5 Years
23.67%
—
Since Inception
28.23%
20.33%
Fund Age
5 yrs 4 mo
3 yrs
AUM
₹483.07 Cr
₹214.05 Cr
Alpha – 1 Year
21.29%
12.21%
Alpha – 3 Years
7.19%
—
Information Ratio – 3 Years
0.38
0.51
Volatility – 1 Year
27.77%
22.29%
Volatility – 3 Years
26.19%
21.03%
Beta – 1 Year
1.29
0.97
Beta – 3 Years
1.20
0.97
Sharpe Ratio – 1 Year
0.78
0.57
Sharpe Ratio – 3 Years
0.61
0.72
Worst Rolling Year
19.29%
18.92%
Value at Worst Rolling Year
₹1.19 Cr
₹1.19 Cr
Deepest Drawdown
−32.66%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.93%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 6% · S 81%
L 12% · M 21% · S 55%
Number of Stocks
63
25
Portfolio P/E
62.66
38.40
Top 5 Holdings
TD Power Systems Ltd · 4.93%
Neuland Laboratories Ltd · 4.31%
Acutaas Chemicals Ltd · 4.08%
Garware Hi Tech Films Ltd · 4.01%
Hitachi Energy India Ltd · 3.82%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%