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Samvitti Aggressive Growth PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Samvitti Aggressive Growth PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an Undisclosed Amount.

Over the last 1 year, it delivered a strong return of -16.67%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Samvitti Aggressive Growth PMS Strategy or Investment Approach - PMS Details

Strategy Name

PMS Aggressive Growth

Start Date

23 October 2015

Category

Multi Cap & Flexi Cap

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Prabhakar Kudva

1 Yr. Return

-16.67%

3 Yr. Return

19.59%

5 Yr. Return

21.77%

Samvitti Aggressive Growth Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

48

Top 5 Stocks%

21.47%

Top 5 Sectors%

74.25%

Portfolio Age

9 Yrs, 7 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Samvitti Aggressive Growth PMS Strategy - Cost or Charges

Fixed Fees

2.5% fund value

Variable AMC

0.50% fund value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Samvitti Aggressive Growth PMS Investment Approach - Portfolio Composition

Large Cap

1.79%

Mid Cap

10.38%

Small Cap

82.64%

Cash & Equivalent

2.52%

Check out Business Opportunities with Similar Brands

Samvitti Aggressive Growth Portfolio Strategy - Top 5 Sectors

Healthcare

12.88%

Automobile and Auto Components

6.06%

Capital Goods

41.17%

Textiles

7.08%

Construction

7.06%

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