Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Aggressive Growth vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Aggressive Growth
Solidarity Advisors - Prudence
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%
8.45%
6 Months
31.65%
29.49%
1 Year
26.47%
37.09%
3 Years
18.72%
18.49%
5 Years
16.28%
12.39%
Since Inception
14.51%
18.64%
Fund Age
10 yrs 10 mo
10 yrs 3 mo
AUM
₹423.36 Cr
₹1,760.35 Cr
Alpha – 1 Year
21.75%
32.37%
Alpha – 3 Years
6.63%
6.40%
Information Ratio – 3 Years
0.36
0.52
Volatility – 1 Year
28.25%
25.02%
Volatility – 3 Years
24.90%
18.27%
Beta – 1 Year
1.32
1.22
Beta – 3 Years
1.13
0.89
Sharpe Ratio – 1 Year
0.78
1.18
Sharpe Ratio – 3 Years
0.60
0.74
Worst Rolling Year
-5.98%
-0.28%
Value at Worst Rolling Year
₹0.94 Cr
₹1.00 Cr
Deepest Drawdown
−31.67%
−13.15%
Recovery Period
492 days
44 days
1-Year Rolling Windows Positive
86.69%
99.89%
Median Rolling Year
14.66%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 82%
L 11% · S 71%
Number of Stocks
62
13
Portfolio P/E
61.63
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%