What is the hurdle rate of Samvitti - PMS Long Term Growth?

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

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

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

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

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

What is the profit sharing in Samvitti - PMS Long Term Growth ?

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

What is the minimum investment in Samvitti - PMS Long Term Growth ?

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

What type of scheme is Samvitti - PMS Long Term Growth?

Samvitti - PMS Long Term Growth is an Equity scheme. It falls in the Mid AND Large Cap category.

What is the inception date of Samvitti - PMS Long Term Growth?

The inception date of Samvitti - PMS Long Term Growth is Nov 10, 2015.

Samvitti - PMS Long Term Growth

Samvitti Capital Private Ltd
Mid AND Large Cap

4
Out of 9*
Compare
Share

Portfolio age10 years, 4 months

4.13%

0.45%

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 28/02/2026)

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 (0.47%)

Allocation by Market Cap

Small Cap (33.15%)

Mid Cap (34.08%)

Large Cap (29.07%)

Sector Holdings

Capital Goods33.37%
Healthcare13.29%
Automobile and Auto Components11.75%
Consumer Services7.89%
Financial Services7.35%

Stock Holdings

TD Power Systems Ltd5.33%
Hitachi Energy India Limited5.08%
Laurus Labs Limited4.81%
Polycab India Limited4.63%
Multi Commodity Exchange of India Ltd4.04%

PORTFOLIO MANAGERS

Prabhakar Kudva

Manager Rank9 Out of 13
i
Rank is based on 3-year return
Schemes Managed3
Total AUM960.76
Highest Return In 1 Yr18.75%

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 Aggressive Growth

AUM (₹ Cr)

₹355.52 Cr

Hurdle Rate

10%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

204.26

(As on Feb, 2026)

Inception Date

Nov 10, 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 with focus on Large and Large mid caps.

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.