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.

Samvitti - PMS Active Alpha Multicap

Samvitti Capital Private Ltd
Multi Cap AND Flexi Cap

2
Out of 136*
Compare
Share

Portfolio age5 years, 2 months

5.31%

-0.17%

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 31/05/2026)

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

Capital Goods39.66%
Healthcare13.59%
Chemicals9.73%
Automobile and Auto Components8.74%
Fast Moving Consumer Goods4.75%

Stock Holdings

Cash & Cash Equivalents5.86%
TD Power Systems Ltd5.23%
Hitachi Energy India Limited4.31%
Neuland Laboratories Limited.3.93%
Lumax Auto Technologies Ltd.3.79%

PORTFOLIO MANAGERS

Prabhakar Kudva

Manager Rank7 Out of 185
i
Rank is based on 3-year return
Schemes Managed3
Total AUM1092.06
Highest Return In 1 Yr14.11%

Profile

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.

Other Schemes

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Samvitti - PMS Aggressive Growth

AUM (₹ Cr)

₹400.67 Cr

Hurdle Rate

10.00%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

456.62

(As on May, 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

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.