Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Aggressive Growth vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Aggressive Growth
Tradeswift - Sparkling Gems
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%
−0.05%
6 Months
31.65%
23.02%
1 Year
26.47%
—
3 Years
18.72%
—
5 Years
16.28%
—
Since Inception
14.51%
13.86%
Fund Age
10 yrs 10 mo
10 mo
AUM
₹423.36 Cr
₹13.6 Cr
Alpha – 1 Year
21.75%
—
Alpha – 3 Years
6.63%
—
Information Ratio – 3 Years
0.36
—
Volatility – 1 Year
28.25%
—
Volatility – 3 Years
24.90%
—
Beta – 1 Year
1.32
—
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.78
—
Sharpe Ratio – 3 Years
0.60
—
Worst Rolling Year
-5.98%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−31.67%
—
Recovery Period
492 days
—
1-Year Rolling Windows Positive
86.69%
—
Median Rolling Year
14.66%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 6% · S 82%
S 97%
Number of Stocks
62
29
Portfolio P/E
61.63
26.06
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%
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 1%