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Samvitti - PMS Active Alpha Multicap
Samvitti - PMS Active Alpha Multicap

Samvitti - PMS Active Alpha Multicap

  • Samvitti Capital Private Ltd
  • MULTI CAP AND FLEXI CAP
  • 4
    Out of 164*
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PMS Bazaar
Portfolio age4 years, 3 months
0.89%
3.68%
Hurdle Rate**10%
Fixed fee2.50%
Min. Investment50 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 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0.48%)
Allocation by Market Cap
Small Cap (90.26%)
Mid Cap (7.36%)
Large Cap (1.88%)
Sector Holdings
  • Capital Goods41.7%
  • Healthcare16.22%
  • Construction10.71%
  • Consumer Durables5.44%
  • Textiles5.4%
Stock Holdings
  • Gokaldas Exports Ltd4.2%
  • Kaynes Technology India Limited3.67%
  • Force Motors Limited3.43%
  • Pg Electroplast Limited3.39%
  • Pearl Global Industries Limited3.27%

bt_logoPORTFOLIO MANAGERS

Prabhakar Kudva
  • Manager Rank4 Out of 164
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr5.5%
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
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
19 Out of 22
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
228 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
233 Out of 250
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
233 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹81.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 250
Fixed Fee
1.25%
AUM (₹ Cr)
₹1,683.07 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 250
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹758.63 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 250
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 250
Fixed Fee
1.50%
*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 1313.32 crores. Its current offering of PMS schemes includes 1 Large And Mid Cap and 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

1,313.32 (As on Jun, 2025)

Number of Schemes

3
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
19 Out of 22
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
228 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
233 Out of 250
Fixed Fee
2.50%
*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 Active Alpha Multicap?
The hurdle rate of Samvitti - PMS Active Alpha Multicap is 10%.
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.
What is the exit load of Samvitti - PMS Active Alpha Multicap?
Exit load is 0%