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Samvitti - PMS Aggressive Growth
Samvitti - PMS Aggressive Growth

Samvitti - PMS Aggressive Growth

  • Samvitti Capital Private Ltd
  • Multi Cap AND Flexi Cap
  • 45
    Out of 118*
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Portfolio age10 years, 1 month
5.15%
4.27%
Hurdle Rate**10%
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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0.37%)
Allocation by Market Cap
Small Cap (89.02%)
Mid Cap (9.59%)
Large Cap (0.87%)
Sector Holdings
  • Capital Goods35.39%
  • Healthcare22.03%
  • Automobile and Auto Components9.24%
  • Construction6%
  • Services5.81%
Stock Holdings
  • Kaynes Technology India Limited4.64%
  • Acutaas Chemicals Limited4.13%
  • Force Motors Limited3.94%
  • Senores Pharmaceuticals Limited3.92%
  • Sanghvi Movers Ltd.3.78%

bt_logoPORTFOLIO MANAGERS

Prabhakar Kudva
  • Manager Rank31 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM977.91
  • Highest Return In 1 Yr5.99%
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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Compare
Samvitti - PMS Long Term Growth
AUM (₹ Cr)
₹185.28 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
1 Out of 20
Fixed Fee
2.50%
Scheme Return
5.88%
Benchmark Return
4.27%
Samvitti - PMS Active Alpha Multicap
AUM (₹ Cr)
₹430.52 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
46 Out of 251
Fixed Fee
2.50%
Scheme Return
5.2%
Benchmark Return
4.27%
Samvitti - PMS Aggressive Growth
AUM (₹ Cr)
₹362.11 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
47 Out of 251
Fixed Fee
2.50%
Scheme Return
5.15%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
362.11
(As on Oct, 2025)
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
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
0.50%
Hurdle Rate
10%
Profit Sharing
20% Profit Sharing above 10% Hurdle
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bt_logoINVESTMENT 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

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Samvitti - PMS Aggressive Growth
AUM (₹ Cr)
₹362.11 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
47 Out of 251
Fixed Fee
2.50%
Scheme Return
5.15%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Samvitti Capital Private Ltd
Samvitti Capital Private Ltd manages assets worth Rs 1311.48 crores. Its current offering of PMS schemes includes 1 Mid And Large Cap and 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

1,311.48 (As on Oct, 2025)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
Samvitti - PMS Long Term Growth
AUM (₹ Cr)
₹185.28 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
1 Out of 20
Fixed Fee
2.50%
Scheme Return
5.88%
Benchmark Return
4.27%
Samvitti - PMS Active Alpha Multicap
AUM (₹ Cr)
₹430.52 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
46 Out of 251
Fixed Fee
2.50%
Scheme Return
5.2%
Benchmark Return
4.27%
Samvitti - PMS Aggressive Growth
AUM (₹ Cr)
₹362.11 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
47 Out of 251
Fixed Fee
2.50%
Scheme Return
5.15%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Samvitti - PMS Aggressive Growth?
The hurdle rate of Samvitti - PMS Aggressive Growth is 10%.
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.
What is the exit load of Samvitti - PMS Aggressive Growth?
Exit load is 0%

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