Samvitti-PMS Active Alpha Multicap PMS: Returns, Portfolio & Fees

PMS · Equity · Multi Cap

Samvitti-PMS Active Alpha Multicap

Fund size₹483 Cr

Alpha (3Y)7.01%

3Y return19.28%

Fund age5 yrs 4 mo

Fund Manager

Prabhakar Kudva

Fund Manager, Samvitti

Prabhakar Kudva is a successful long only growth investor. Prabhakar has been selected as one among 40 under 40 Investment managers by AIWMI (Association of International Wealth Management of India. He has been generating market beating returns across multiple years by cherry picking a number of high growth businesses which have turned out to be big winners. He has been authoring a popular blog (Investment Insight India) on investment ideas for the past several years. He has also worked in the financial technology product space designing products for the capital markets. Prabhakar in his capacity as the founder director of Samvitti focuses on unearthing long term investment opportunities for the various long-only portfolios that Samvitti manages. He also manages the investment research and technology teams.

Managing AUM₹1,378 Cr

Growth of₹Cr

Samvitti PMS Active Alpha Multicap

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
Samvitti PMS Active Alpha Multicap	26.12%	26.01%	3.32%	19.28%	23.67%	28.23%
Nifty 500	−1.02%	4.72%	−0.11%	12.09%	10.91%	14.18%
Excess over benchmark	27.14%	21.29%	3.43%	7.19%	12.76%	14.05%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.

Risk : What you take on to earn the return

Volatility

26.19%

Benchmark approx 14.80%

A standard deviation reflecting historical swings.

Sensitivity

1.20

Beta vs benchmark 1.00 · 20% more reactive

How strongly the scheme moves with the index.

Risk-reward

0.61

Sharpe

Excess return gained per unit of volatility.

Capture ratio

128 / 92

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 −32.66% from its 17 Dec 2024 peak to a 03 Mar 2025 trough. It has not yet recovered.

Max drawdowns

−32.66%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	17 Dec 2024	03 Mar 2025	−32.66%	76 days	–	–
Benchmark	30 Aug 2024	28 Feb 2025	−18.59%	182 days	–	–

Scheme

Peak17 Dec 2024

Trough03 Mar 2025

Depth−32.66%

Fell over76 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 Aug 2026

Portfolio Details : Where the money actually sits

Stocks

P/E ratio

62.66

P/B ratio

8.81

Dividend yield

0.17%

Avg market cap

₹41,700 Cr

Median market cap

₹27,729 Cr

Asset class

Equity

Market cap

Large cap12.24%

Mid cap6.33%

Small cap81.00%

Cash & others0.43%

As on 31 Aug 2026

Fees

A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 20.00% gross return.

FixedPlan A · Simple

Fixed Management Fee2.50% / yr

Performance FeeNone

Hurdle RateNot applicable

VariablePlan B · Shared upside

Fixed Management Fee0.50% / yr

Performance Fee20% of profit

Hurdle RateAbove 10%

No exit load. Lock-in: Nil.

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