Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Aggressive Growth vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Aggressive Growth
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
31.65%
31.10%
1 Year
26.47%
52.47%
3 Years
18.72%
17.74%
5 Years
16.28%
16.38%
Since Inception
14.51%
15.58%
Fund Age
10 yrs 10 mo
16 yrs 9 mo
AUM
₹423.36 Cr
₹132.42 Cr
Alpha – 1 Year
21.75%
47.75%
Alpha – 3 Years
6.63%
5.65%
Information Ratio – 3 Years
0.36
0.46
Volatility – 1 Year
28.25%
26.74%
Volatility – 3 Years
24.90%
21.32%
Beta – 1 Year
1.32
1.30
Beta – 3 Years
1.13
0.97
Sharpe Ratio – 1 Year
0.78
1.52
Sharpe Ratio – 3 Years
0.60
0.68
Worst Rolling Year
-5.98%
-15.93%
Value at Worst Rolling Year
₹0.94 Cr
₹0.84 Cr
Deepest Drawdown
−31.67%
−20.79%
Recovery Period
492 days
134 days
1-Year Rolling Windows Positive
86.69%
89.14%
Median Rolling Year
14.66%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 12% · M 6% · S 82%
M 9% · S 83%
Number of Stocks
62
26
Portfolio P/E
61.63
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%