Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Aggressive Growth vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Aggressive Growth
Sowilo Multicap Fund
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%
3.12%
6 Months
31.65%
20.18%
1 Year
26.47%
17.30%
3 Years
18.72%
18.32%
5 Years
16.28%
—
Since Inception
14.51%
21.17%
Fund Age
10 yrs 10 mo
3 yrs 2 mo
AUM
₹423.36 Cr
₹171.55 Cr
Alpha – 1 Year
21.75%
12.58%
Alpha – 3 Years
6.63%
6.23%
Information Ratio – 3 Years
0.36
0.82
Volatility – 1 Year
28.25%
24.39%
Volatility – 3 Years
24.90%
21.61%
Beta – 1 Year
1.32
1.30
Beta – 3 Years
1.13
1.25
Sharpe Ratio – 1 Year
0.78
0.55
Sharpe Ratio – 3 Years
0.60
0.70
Worst Rolling Year
-5.98%
18.30%
Value at Worst Rolling Year
₹0.94 Cr
₹1.18 Cr
Deepest Drawdown
−31.67%
−26.88%
Recovery Period
492 days
487 days
1-Year Rolling Windows Positive
86.69%
100.00%
Median Rolling Year
14.66%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 6% · S 82%
L 4% · M 4% · S 88%
Number of Stocks
62
82
Portfolio P/E
61.63
—
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%