Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Aggressive Growth vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Aggressive Growth
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
10.24%
2.21%
6 Months
31.65%
21.04%
1 Year
26.47%
21.34%
3 Years
18.72%
19.08%
5 Years
16.28%
23.67%
Since Inception
14.51%
—
Fund Age
10 yrs 10 mo
6 yrs 4 mo
AUM
₹423.36 Cr
₹364.08 Cr
Alpha – 1 Year
21.75%
21.69%
Alpha – 3 Years
6.63%
10.08%
Information Ratio – 3 Years
0.36
0.52
Volatility – 1 Year
28.25%
32.28%
Volatility – 3 Years
24.90%
28.08%
Beta – 1 Year
1.32
1.47
Beta – 3 Years
1.13
1.60
Sharpe Ratio – 1 Year
0.78
0.58
Sharpe Ratio – 3 Years
0.60
0.57
Worst Rolling Year
-5.98%
15.61%
Value at Worst Rolling Year
₹0.94 Cr
₹1.16 Cr
Deepest Drawdown
−31.67%
−31.98%
Recovery Period
492 days
457 days
1-Year Rolling Windows Positive
86.69%
100.00%
Median Rolling Year
14.66%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 82%
L 90% · M 10%
Number of Stocks
62
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%