Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Aggressive Growth vs Wallfort Focus Fund
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Aggressive Growth
Wallfort Focus 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%
2.85%
6 Months
31.65%
3.29%
1 Year
26.47%
−1.12%
3 Years
18.72%
—
5 Years
16.28%
—
Since Inception
14.51%
−3.22%
Fund Age
10 yrs 10 mo
1 mo
AUM
₹423.36 Cr
₹1.49 Cr
Alpha – 1 Year
21.75%
−5.84%
Alpha – 3 Years
6.63%
—
Information Ratio – 3 Years
0.36
—
Volatility – 1 Year
28.25%
25.43%
Volatility – 3 Years
24.90%
—
Beta – 1 Year
1.32
1.37
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.78
-0.11
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%
—
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%
—
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%