Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Aggressive Growth vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Aggressive Growth
Samvitti-PMS Long Term Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.24%
7.49%
6 Months
31.65%
27.88%
1 Year
26.47%
29.03%
3 Years
18.72%
18.18%
5 Years
16.28%
15.45%
Since Inception
14.51%
16.74%
Fund Age
10 yrs 10 mo
10 yrs 9 mo
AUM
₹423.36 Cr
₹245.99 Cr
Alpha – 1 Year
21.75%
24.31%
Alpha – 3 Years
6.63%
6.09%
Information Ratio – 3 Years
0.36
0.49
Volatility – 1 Year
28.25%
21.97%
Volatility – 3 Years
24.90%
17.89%
Beta – 1 Year
1.32
1.05
Beta – 3 Years
1.13
0.93
Sharpe Ratio – 1 Year
0.78
1.03
Sharpe Ratio – 3 Years
0.60
0.70
Worst Rolling Year
-5.98%
1.53%
Value at Worst Rolling Year
₹0.94 Cr
₹1.02 Cr
Deepest Drawdown
−31.67%
−20.27%
Recovery Period
492 days
205 days
1-Year Rolling Windows Positive
86.69%
100.00%
Median Rolling Year
14.66%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 82%
L 36% · M 27% · S 36%
Number of Stocks
62
44
Portfolio P/E
61.63
69.76
Top 5 Holdings
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%