Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Aggressive Growth vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Aggressive Growth
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.24%
7.67%
6 Months
31.65%
27.70%
1 Year
26.47%
47.52%
3 Years
18.72%
23.98%
5 Years
16.28%
15.87%
Since Inception
14.51%
18.55%
Fund Age
10 yrs 10 mo
16 yrs 2 mo
AUM
₹423.36 Cr
₹1,022.92 Cr
Alpha – 1 Year
21.75%
42.80%
Alpha – 3 Years
6.63%
11.89%
Information Ratio – 3 Years
0.36
1.12
Volatility – 1 Year
28.25%
28.29%
Volatility – 3 Years
24.90%
20.76%
Beta – 1 Year
1.32
1.36
Beta – 3 Years
1.13
1.07
Sharpe Ratio – 1 Year
0.78
1.33
Sharpe Ratio – 3 Years
0.60
0.99
Worst Rolling Year
-5.98%
-4.58%
Value at Worst Rolling Year
₹0.94 Cr
₹0.95 Cr
Deepest Drawdown
−31.67%
−19.51%
Recovery Period
492 days
115 days
1-Year Rolling Windows Positive
86.69%
97.86%
Median Rolling Year
14.66%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 82%
L 22% · M 32% · S 42%
Number of Stocks
62
26
Portfolio P/E
61.63
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%