What is the hurdle rate of Samvitti - PMS Aggressive Growth?

The hurdle rate of Samvitti - PMS Aggressive Growth is 10.00%.

What is the fixed fee charged in Samvitti - PMS Aggressive Growth ?

The fixed fee charged in Samvitti - PMS Aggressive Growth is 2.50%.

What is the variable fee charged in Samvitti - PMS Aggressive Growth ?

The variable fee charged in Samvitti - PMS Aggressive Growth is 0.50%.

What is the profit sharing in Samvitti - PMS Aggressive Growth ?

The profit sharing in Samvitti - PMS Aggressive Growth is 20% Profit Sharing above 10% Hurdle.

What is the minimum investment in Samvitti - PMS Aggressive Growth ?

The minimum investment in Samvitti - PMS Aggressive Growth is ₹50 Lacs

What type of scheme is Samvitti - PMS Aggressive Growth?

Samvitti - PMS Aggressive Growth is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of Samvitti - PMS Aggressive Growth?

The inception date of Samvitti - PMS Aggressive Growth is Oct 23, 2015.

Samvitti - PMS Aggressive Growth

Samvitti Capital Private Ltd
Multi Cap AND Flexi Cap

43
Out of 143*
Compare
Share

Portfolio age10 years, 10 months

-0.47%

2.19%

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 31/07/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (-0.06%)

Allocation by Market Cap

Small Cap (83.73%)

Mid Cap (13.32%)

Large Cap (3.01%)

Sector Holdings

Capital Goods43.86%
Healthcare15.7%
Automobile and Auto Components10.75%
Chemicals9.64%
Consumer Services5.24%

Stock Holdings

Acutaas Chemicals Limited5.26%
TD Power Systems Ltd5.26%
Garware Hi-Tech Films Limited4.17%
Neuland Laboratories Limited.4.15%
Hitachi Energy India Limited.3.95%

PORTFOLIO MANAGERS

Prabhakar Kudva

Manager Rank43 Out of 198
i
Rank is based on 3-year return
Schemes Managed3
Total AUM1152.42
Highest Return In 1 Yr18.23%

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

1m 3m 6m 1y 3y 5y

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Samvitti - PMS Long Term Growth

AUM (₹ Cr)

₹245.99 Cr

Hurdle Rate

10.00%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

423.36

(As on Jul, 2026)

Inception Date

Oct 23, 2015

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

Focus on wealth creation across multiple business and market cycles using multi-style strategies focusing on all capitalizations (large, mid and small) with a bias towards fast growing and promising businesses.

Investment Approach

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