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Samvitti - PMS Long Term Growth
Samvitti - PMS Long Term Growth

Samvitti - PMS Long Term Growth

  • Samvitti Capital Private Ltd
  • Mid AND Large Cap
  • 3
    Out of 10*
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Portfolio age11 years
7.49%
-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)
CASH AND EQUIVALENT (0.02%)
Allocation by Market Cap
Small Cap (42.41%)
Mid Cap (28.38%)
Large Cap (26.46%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
282.45
(As on Aug, 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
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

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.

Calculators

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PEER ANALYSIS

  • table
  • Grid
Compare
Samvitti - PMS Long Term Growth
AUM (₹ Cr)
₹282.45 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category Rank
1 Out of 24
Fixed Fee
2.50%
Scheme Return
7.49%
Benchmark Return
-0.09%
Shriram LEAPS
AUM (₹ Cr)
₹0.39 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 24
Fixed Fee
2.25%
Scheme Return
4.25%
Benchmark Return
-1.14%
Bonanza - Growth
AUM (₹ Cr)
₹21.49 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 24
Fixed Fee
No Option
Scheme Return
3.68%
Benchmark Return
-1.14%
Caliber
AUM (₹ Cr)
₹114.86 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 24
Fixed Fee
1.75%
Scheme Return
3.64%
Benchmark Return
-1.14%
Leap
AUM (₹ Cr)
₹2.18 Cr
Hurdle Rate
10.00% or 10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 24
Fixed Fee
2.50%
Scheme Return
3.52%
Benchmark Return
-1.14%
EquiPoise New India Opportunities
AUM (₹ Cr)
₹66.38 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category Rank
6 Out of 24
Fixed Fee
2.00%
Scheme Return
3.18%
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 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.
What is the exit load of Samvitti - PMS Long Term Growth?
Exit load is 0%

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