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Samvitti - PMS Active Alpha Multicap
Samvitti - PMS Active Alpha Multicap

Samvitti - PMS Active Alpha Multicap

  • Samvitti Capital Private Ltd
  • Multi Cap AND Flexi Cap
  • 2
    Out of 146*
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PMS Bazaar
Portfolio age5 years, 7 months
10.15%
-0.09%
Hurdle Rate**10.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/08/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
540.97
(As on Aug, 2026)
Inception Date
Apr 13, 2021
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
0.50%
Hurdle Rate
10.00%
Profit Sharing
20% Profit Sharing above 10% Hurdle
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INVESTMENT PHILOSOPHY

Objective

To invest in the companies who are market leaders, with strong cash flows who are not leveraged, & also emerging businesses in the mid, small & microcap segment and are run by promoters/management with high corporate.

Investment Approach

This investment approach will seek to create a portfolio by making investments in listed securities on basis of a systematic selection model with various parameters. The investment approach will entail an active investment strategy with a diversified portfolio.

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

  • table
  • Grid
Compare
Samvitti - PMS Active Alpha Multicap
AUM (₹ Cr)
₹540.97 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category Rank
8 Out of 286
Fixed Fee
2.50%
Scheme Return
10.15%
Benchmark Return
-0.09%
Quant Strategy
AUM (₹ Cr)
₹6.63 Cr
Hurdle Rate
6.00%
Benchmark
BSE 500 TRI
Category Rank
1 Out of 286
Fixed Fee
1.75%
Scheme Return
14.73%
Benchmark Return
-0.09%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹7.54 Cr
Hurdle Rate
No Option
Benchmark
BSE 500 TRI
Category Rank
2 Out of 286
Fixed Fee
2.00%
Scheme Return
14.46%
Benchmark Return
-0.09%
Jainam Value Maxima
AUM (₹ Cr)
₹0.62 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 286
Fixed Fee
2.50%
Scheme Return
12.3%
Benchmark Return
-1.2%
Accelt Long Term Equity Fund
AUM (₹ Cr)
₹14.03 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category Rank
4 Out of 286
Fixed Fee
No Option
Scheme Return
11.32%
Benchmark Return
-0.09%
BB Money Plant
AUM (₹ Cr)
₹33.29 Cr
Hurdle Rate
8.00%
Benchmark
BSE 500 TRI
Category Rank
5 Out of 286
Fixed Fee
2.50%
Scheme Return
11.15%
Benchmark Return
-0.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Samvitti Capital Private Ltd
Samvitti Capital Private Ltd manages assets worth Rs 1559.36 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap and 1 Mid And Large Cap schemes.

AUM (₹ cr)

1,559.36 (As on Aug, 2026)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
Samvitti - PMS Aggressive Growth
AUM (₹ Cr)
₹466.13 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
7 Out of 286
Fixed Fee
2.50%
Scheme Return
10.24%
Benchmark Return
-0.09%
Samvitti - PMS Active Alpha Multicap
AUM (₹ Cr)
₹540.97 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
8 Out of 286
Fixed Fee
2.50%
Scheme Return
10.15%
Benchmark Return
-0.09%
Samvitti - PMS Long Term Growth
AUM (₹ Cr)
₹282.45 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
1 Out of 24
Fixed Fee
2.50%
Scheme Return
7.49%
Benchmark Return
-0.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Samvitti - PMS Active Alpha Multicap?
The hurdle rate of Samvitti - PMS Active Alpha Multicap is 10.00%.
What is the fixed fee charged in Samvitti - PMS Active Alpha Multicap ?
The fixed fee charged in Samvitti - PMS Active Alpha Multicap is 2.50%.
What is the variable fee charged in Samvitti - PMS Active Alpha Multicap ?
The variable fee charged in Samvitti - PMS Active Alpha Multicap is 0.50%.
What is the profit sharing in Samvitti - PMS Active Alpha Multicap ?
The profit sharing in Samvitti - PMS Active Alpha Multicap is 20% Profit Sharing above 10% Hurdle.
What is the minimum investment in Samvitti - PMS Active Alpha Multicap ?
The minimum investment in Samvitti - PMS Active Alpha Multicap is ₹50 Lacs
What type of scheme is Samvitti - PMS Active Alpha Multicap?
Samvitti - PMS Active Alpha Multicap is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Samvitti - PMS Active Alpha Multicap?
The inception date of Samvitti - PMS Active Alpha Multicap is Apr 13, 2021.
What is the exit load of Samvitti - PMS Active Alpha Multicap?
Exit load is 0%

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