The investment objective of Samvitti Active Alpha PMS aims to deliver consistent, market-beating returns by actively identifying and investing in businesses that are in a multi-year growth cycle. The portfolio is tailored to capitalize on opportunities across market cycles while focusing on long-term wealth creation for its investors. It combines stability with growth by allocating investments between large-cap, mid-cap, and small-cap companies based on their potential and market conditions.

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-8.33% | 1.18 | 30.12% | 70% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Samvitti Capital Active Alpha Multicap | 13.48% | 19.00% | -12.27% | -0.40% | 38.69% | 38.18% | - | - | 31.94% |
BSE 500 TRI | 3.54% | 14.65% | 0.62% | 8.54% | 20.90% | 18.16% | - | - | 17.80% |
QRC Report Card *
Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
---|---|---|---|---|---|---|---|---|---|
Samvitti Capital Active Alpha Multicap | Multi Cap | Prabhakar Kudva | 13 April 2021 | 4Y 2M | 411.16 | BSE 500 TRI | 31.94% | 62 | 10 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
Nifty 50 | 9.87% | -29.15% | 70% | -19.28% | 1.11 | 30.12% | -0.51 | 15.36% | 0.80 | 60.00 % |
Nifty 500 | 10.47% | -27.02% | -16.55% | 1.33 | 13.18% | 0.79 | 60.00 % | |||
Nifty Midcap 100 | 5.33% | -23.37% | -18.04% | 1.22 | 6.00% | 0.42 | 60.00 % | |||
Nifty Smallcap 100 | 11.11% | -19.44% | -8.33% | 1.18 | 9.56% | 0.78 | 56.00 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
PG ELECTROPLAST LTD | 7.13 |
KAYNES TECHNOLOGY INDIA LTD | 5.19 |
FORCE MOTORS LTD | 4.84 |
STRIDES PHARMA SCIENCE LTD | 4.83 |
SHAKTI PUMPS INDIA LTD | 4.66 |
Sector Allocation
Holding | % |
---|---|
Consumer Discretionary | 16.03 |
Industrials | 53.52 |
Healthcare | 13.01 |
Utilities | 3.50 |
Information Technology | 5.07 |
Fast Moving Consumer Goods | 1.86 |
Financial Services | 2.71 |
Commodities | 1.61 |
Services | 0.06 |
Energy | 0.06 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 1.95 |
Mid Cap | 10.80 |
Small Cap | 84.84 |
Cash | 2.39 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 May 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Apr 25.