Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Long Term Growth vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Long Term 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
7.49%
7.67%
6 Months
27.88%
27.70%
1 Year
29.03%
47.52%
3 Years
18.18%
23.98%
5 Years
15.45%
15.87%
Since Inception
16.74%
18.55%
Fund Age
10 yrs 9 mo
16 yrs 2 mo
AUM
₹245.99 Cr
₹1,022.92 Cr
Alpha – 1 Year
24.31%
42.80%
Alpha – 3 Years
6.09%
11.89%
Information Ratio – 3 Years
0.49
1.12
Volatility – 1 Year
21.97%
28.29%
Volatility – 3 Years
17.89%
20.76%
Beta – 1 Year
1.05
1.36
Beta – 3 Years
0.93
1.07
Sharpe Ratio – 1 Year
1.03
1.33
Sharpe Ratio – 3 Years
0.70
0.99
Worst Rolling Year
1.53%
-4.58%
Value at Worst Rolling Year
₹1.02 Cr
₹0.95 Cr
Deepest Drawdown
−20.27%
−19.51%
Recovery Period
205 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
15.98%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 36% · M 27% · S 36%
L 22% · M 32% · S 42%
Number of Stocks
44
26
Portfolio P/E
69.76
50.74
Top 5 Holdings
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
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 · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%