PMS · Equity · Flexi Cap
Investsavvy - alpha fund
Fund size₹99 Cr
Alpha (3Y)12.99%
3Y return34.18%
Fund age3 yrs 8 mo
Fund Manager
Growth of₹Cr
Investsavvy alpha
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Investsavvy alpha | — | −10.35% | 15.86% | 34.18% | — | 29.54% |
| Nifty 500 | −8.38% | 7.63% | 11.64% | 16.40% | — | 15.11% |
| Excess over benchmark | — | −17.98% | 4.22% | 17.78% | — | 14.43% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Dec 2025.
Risk : What you take on to earn the return
Volatility
24.86%
Benchmark approx 12.49%
A standard deviation reflecting historical swings.
Sensitivity
1.35
Beta vs benchmark 1.00 · 35% more reactive
How strongly the scheme moves with the index.
Risk-reward
1.09
Sharpe
Excess return gained per unit of volatility.
Capture ratio
165 / 109
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −33.07% from its 10 Dec 2024 peak to a 03 Mar 2025 trough. It has not yet recovered.
Max drawdowns
−33.07%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 10 Dec 2024 | 03 Mar 2025 | −33.07% | 83 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak10 Dec 2024
Trough03 Mar 2025
Depth−33.07%
Fell over83 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Dec 2025
Portfolio Details : Where the money actually sits
Stocks
18
Asset class
Equity
Market cap
Large cap3.96%
Mid cap
Small cap93.71%
Cash & others
Fees
VariablePlan A · Shared upsideFixed Management Fee1.50% / yr
Performance Fee20% of profit
Hurdle RateAbove 15%
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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